mirror of
https://github.com/frappe/erpnext.git
synced 2026-05-13 02:01:21 +00:00
fixed conflict
This commit is contained in:
Nabin Hait
@@ -97,5 +97,7 @@ def get_charts_for_country(country):
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with open(os.path.join(os.path.dirname(__file__), "syscohada_syscohada_chart_template.json"), "r") as f:
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with open(os.path.join(os.path.dirname(__file__), "syscohada_syscohada_chart_template.json"), "r") as f:
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_get_chart_name(f.read())
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_get_chart_name(f.read())
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charts.append("Standard")
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if len(charts) > 1:
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charts.append("Standard")
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return charts
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return charts
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126
erpnext/config/crm.py
Normal file
126
erpnext/config/crm.py
Normal file
@@ -0,0 +1,126 @@
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from frappe import _
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def get_data():
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return [
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{
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"label": _("Documents"),
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"icon": "icon-star",
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"items": [
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{
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"type": "doctype",
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"name": "Lead",
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"description": _("Database of potential customers."),
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},
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{
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"type": "doctype",
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"name": "Customer",
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"description": _("Customer database."),
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},
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{
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"type": "doctype",
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"name": "Opportunity",
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"description": _("Potential opportunities for selling."),
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},
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{
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"type": "doctype",
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"name": "Contact",
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"description": _("All Contacts."),
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},
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{
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"type": "doctype",
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"name": "Newsletter",
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"description": _("Newsletters to contacts, leads."),
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},
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]
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},
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{
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"label": _("Tools"),
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"icon": "icon-wrench",
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"items": [
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{
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"type": "doctype",
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"name": "SMS Center",
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"description":_("Send mass SMS to your contacts"),
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},
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]
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},
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{
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"label": _("Setup"),
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"icon": "icon-cog",
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"items": [
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{
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"type": "doctype",
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"name": "Campaign",
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"description": _("Sales campaigns."),
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},
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{
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"type": "page",
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"label": _("Customer Group"),
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"name": "Sales Browser",
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"icon": "icon-sitemap",
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"link": "Sales Browser/Customer Group",
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"description": _("Manage Customer Group Tree."),
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"doctype": "Customer Group",
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},
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{
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"type": "page",
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"label": _("Territory"),
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"name": "Sales Browser",
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"icon": "icon-sitemap",
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"link": "Sales Browser/Territory",
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"description": _("Manage Territory Tree."),
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"doctype": "Territory",
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},
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{
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"type": "page",
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"label": _("Sales Person"),
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"name": "Sales Browser",
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"icon": "icon-sitemap",
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"link": "Sales Browser/Sales Person",
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"description": _("Manage Sales Person Tree."),
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"doctype": "Sales Person",
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},
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{
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"type": "doctype",
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"name": "SMS Settings",
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"description": _("Setup SMS gateway settings")
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},
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]
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},
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{
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"label": _("Main Reports"),
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"icon": "icon-table",
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"items": [
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{
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"type": "page",
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"name": "sales-funnel",
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"label": _("Sales Funnel"),
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"icon": "icon-bar-chart",
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},
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]
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},
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{
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"label": _("Standard Reports"),
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"icon": "icon-list",
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"items": [
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{
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"type": "report",
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"is_query_report": True,
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"name": "Lead Details",
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"doctype": "Lead"
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},
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{
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"type": "report",
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"is_query_report": True,
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"name": "Customer Addresses and Contacts",
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"doctype": "Contact"
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},
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{
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"type": "report",
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"is_query_report": True,
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"name": "Customers Not Buying Since Long Time",
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"doctype": "Sales Order"
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},
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]
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},
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]
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@@ -45,6 +45,11 @@ def get_data():
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"icon": "octicon octicon-tag",
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"icon": "octicon octicon-tag",
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"type": "module"
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"type": "module"
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},
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},
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"CRM": {
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"color": "#EF4DB6",
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"icon": "octicon octicon-broadcast",
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"type": "module"
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},
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"Stock": {
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"Stock": {
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"color": "#f39c12",
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"color": "#f39c12",
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"icon": "icon-truck",
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"icon": "icon-truck",
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@@ -13,8 +13,8 @@ def get_data():
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},
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},
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{
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{
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"type": "doctype",
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"type": "doctype",
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"name": "Customer Issue",
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"name": "Warranty Claim",
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"description": _("Customer Issue against Serial No."),
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"description": _("Warranty Claim against Serial No."),
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},
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},
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{
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{
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"type": "doctype",
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"type": "doctype",
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@@ -20,7 +20,7 @@ cur_frm.cscript.onload = function(doc, cdt, cdn) {
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docname = last_route.slice(2).join("/");
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docname = last_route.slice(2).join("/");
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if(["Customer", "Quotation", "Sales Order", "Sales Invoice", "Delivery Note",
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if(["Customer", "Quotation", "Sales Order", "Sales Invoice", "Delivery Note",
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"Installation Note", "Opportunity", "Customer Issue", "Maintenance Visit",
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"Installation Note", "Opportunity", "Warranty Claim", "Maintenance Visit",
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"Maintenance Schedule"]
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"Maintenance Schedule"]
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.indexOf(doctype)!==-1) {
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.indexOf(doctype)!==-1) {
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var refdoc = frappe.get_doc(doctype, docname);
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var refdoc = frappe.get_doc(doctype, docname);
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@@ -55,7 +55,7 @@ class SellingController(StockController):
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self.update_if_missing(party_details)
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self.update_if_missing(party_details)
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elif getattr(self, "lead", None):
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elif getattr(self, "lead", None):
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from erpnext.selling.doctype.lead.lead import get_lead_details
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from erpnext.crm.doctype.lead.lead import get_lead_details
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self.update_if_missing(get_lead_details(self.lead))
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self.update_if_missing(get_lead_details(self.lead))
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def set_price_list_and_item_details(self):
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def set_price_list_and_item_details(self):
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0
erpnext/crm/__init__.py
Normal file
0
erpnext/crm/__init__.py
Normal file
0
erpnext/crm/doctype/__init__.py
Normal file
0
erpnext/crm/doctype/__init__.py
Normal file
9
erpnext/crm/doctype/lead/.py
Normal file
9
erpnext/crm/doctype/lead/.py
Normal file
@@ -0,0 +1,9 @@
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# Copyright (c) 2013, Web Notes Technologies Pvt. Ltd. and Contributors and contributors
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# For license information, please see license.txt
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from __future__ import unicode_literals
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import frappe
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from frappe.model.document import Document
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class Lead(Document):
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pass
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0
erpnext/crm/doctype/lead/__init__.py
Normal file
0
erpnext/crm/doctype/lead/__init__.py
Normal file
@@ -41,14 +41,14 @@ erpnext.LeadController = frappe.ui.form.Controller.extend({
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create_customer: function() {
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create_customer: function() {
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frappe.model.open_mapped_doc({
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frappe.model.open_mapped_doc({
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method: "erpnext.selling.doctype.lead.lead.make_customer",
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method: "erpnext.crm.doctype.lead.lead.make_customer",
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frm: cur_frm
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frm: cur_frm
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})
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})
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},
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},
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create_opportunity: function() {
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create_opportunity: function() {
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frappe.model.open_mapped_doc({
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frappe.model.open_mapped_doc({
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method: "erpnext.selling.doctype.lead.lead.make_opportunity",
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method: "erpnext.crm.doctype.lead.lead.make_opportunity",
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frm: cur_frm
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frm: cur_frm
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})
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})
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}
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}
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@@ -331,9 +331,9 @@
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],
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],
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"icon": "icon-user",
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"icon": "icon-user",
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"idx": 1,
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"idx": 1,
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"modified": "2015-02-05 05:11:40.379661",
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"modified": "2015-02-16 23:54:10.622839",
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"modified_by": "Administrator",
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"modified_by": "Administrator",
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"module": "Selling",
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"module": "CRM",
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"name": "Lead",
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"name": "Lead",
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"owner": "Administrator",
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"owner": "Administrator",
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"permissions": [
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"permissions": [
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@@ -10,7 +10,7 @@ test_records = frappe.get_test_records('Lead')
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class TestLead(unittest.TestCase):
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class TestLead(unittest.TestCase):
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def test_make_customer(self):
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def test_make_customer(self):
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from erpnext.selling.doctype.lead.lead import make_customer
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from erpnext.crm.doctype.lead.lead import make_customer
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frappe.delete_doc_if_exists("Customer", "_Test Lead")
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frappe.delete_doc_if_exists("Customer", "_Test Lead")
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0
erpnext/crm/doctype/opportunity/__init__.py
Normal file
0
erpnext/crm/doctype/opportunity/__init__.py
Normal file
@@ -7,12 +7,12 @@ frappe.ui.form.on_change("Opportunity", "customer_address", erpnext.utils.get_ad
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frappe.ui.form.on_change("Opportunity", "contact_person", erpnext.utils.get_contact_details);
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frappe.ui.form.on_change("Opportunity", "contact_person", erpnext.utils.get_contact_details);
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frappe.provide("erpnext.selling");
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frappe.provide("erpnext.crm");
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frappe.require("assets/erpnext/js/utils.js");
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frappe.require("assets/erpnext/js/utils.js");
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cur_frm.email_field = "contact_email";
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cur_frm.email_field = "contact_email";
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// TODO commonify this code
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// TODO commonify this code
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erpnext.selling.Opportunity = frappe.ui.form.Controller.extend({
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erpnext.crm.Opportunity = frappe.ui.form.Controller.extend({
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onload: function() {
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onload: function() {
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if(!this.frm.doc.enquiry_from && this.frm.doc.customer)
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if(!this.frm.doc.enquiry_from && this.frm.doc.customer)
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this.frm.doc.enquiry_from = "Customer";
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this.frm.doc.enquiry_from = "Customer";
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@@ -62,13 +62,13 @@ erpnext.selling.Opportunity = frappe.ui.form.Controller.extend({
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create_quotation: function() {
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create_quotation: function() {
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frappe.model.open_mapped_doc({
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frappe.model.open_mapped_doc({
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method: "erpnext.selling.doctype.opportunity.opportunity.make_quotation",
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method: "erpnext.crm.doctype.opportunity.opportunity.make_quotation",
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frm: cur_frm
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frm: cur_frm
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})
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})
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}
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}
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});
|
});
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|
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$.extend(cur_frm.cscript, new erpnext.selling.Opportunity({frm: cur_frm}));
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$.extend(cur_frm.cscript, new erpnext.crm.Opportunity({frm: cur_frm}));
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|
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cur_frm.cscript.refresh = function(doc, cdt, cdn) {
|
cur_frm.cscript.refresh = function(doc, cdt, cdn) {
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erpnext.toggle_naming_series();
|
erpnext.toggle_naming_series();
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@@ -102,7 +102,7 @@ cur_frm.cscript.item_code = function(doc, cdt, cdn) {
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cur_frm.cscript.lead = function(doc, cdt, cdn) {
|
cur_frm.cscript.lead = function(doc, cdt, cdn) {
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cur_frm.toggle_display("contact_info", doc.customer || doc.lead);
|
cur_frm.toggle_display("contact_info", doc.customer || doc.lead);
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frappe.model.map_current_doc({
|
frappe.model.map_current_doc({
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method: "erpnext.selling.doctype.lead.lead.make_opportunity",
|
method: "erpnext.crm.doctype.lead.lead.make_opportunity",
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source_name: cur_frm.doc.lead,
|
source_name: cur_frm.doc.lead,
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frm: cur_frm
|
frm: cur_frm
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});
|
});
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436
erpnext/crm/doctype/opportunity/opportunity.json
Normal file
436
erpnext/crm/doctype/opportunity/opportunity.json
Normal file
@@ -0,0 +1,436 @@
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|
{
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|
"allow_import": 1,
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|
"autoname": "naming_series:",
|
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|
"creation": "2013-03-07 18:50:30",
|
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|
"description": "Potential Sales Deal",
|
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|
"docstatus": 0,
|
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|
"doctype": "DocType",
|
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|
"document_type": "Transaction",
|
||||||
|
"fields": [
|
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|
{
|
||||||
|
"fieldname": "from_section",
|
||||||
|
"fieldtype": "Section Break",
|
||||||
|
"label": "From",
|
||||||
|
"options": "icon-user",
|
||||||
|
"permlevel": 0
|
||||||
|
},
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||||||
|
{
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||||||
|
"fieldname": "naming_series",
|
||||||
|
"fieldtype": "Select",
|
||||||
|
"label": "Series",
|
||||||
|
"no_copy": 1,
|
||||||
|
"oldfieldname": "naming_series",
|
||||||
|
"oldfieldtype": "Select",
|
||||||
|
"options": "OPTY-",
|
||||||
|
"permlevel": 0,
|
||||||
|
"read_only": 0,
|
||||||
|
"reqd": 1
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "enquiry_from",
|
||||||
|
"fieldtype": "Select",
|
||||||
|
"in_list_view": 0,
|
||||||
|
"label": "Opportunity From",
|
||||||
|
"oldfieldname": "enquiry_from",
|
||||||
|
"oldfieldtype": "Select",
|
||||||
|
"options": "\nLead\nCustomer",
|
||||||
|
"permlevel": 0,
|
||||||
|
"print_hide": 1,
|
||||||
|
"read_only": 0,
|
||||||
|
"report_hide": 0,
|
||||||
|
"reqd": 1
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"depends_on": "eval:doc.enquiry_from===\"Customer\"",
|
||||||
|
"fieldname": "customer",
|
||||||
|
"fieldtype": "Link",
|
||||||
|
"hidden": 0,
|
||||||
|
"in_filter": 1,
|
||||||
|
"in_list_view": 0,
|
||||||
|
"label": "Customer",
|
||||||
|
"no_copy": 1,
|
||||||
|
"oldfieldname": "customer",
|
||||||
|
"oldfieldtype": "Link",
|
||||||
|
"options": "Customer",
|
||||||
|
"permlevel": 0,
|
||||||
|
"print_hide": 1,
|
||||||
|
"read_only": 0,
|
||||||
|
"reqd": 0,
|
||||||
|
"search_index": 0
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"depends_on": "eval:doc.enquiry_from===\"Lead\"",
|
||||||
|
"fieldname": "lead",
|
||||||
|
"fieldtype": "Link",
|
||||||
|
"hidden": 0,
|
||||||
|
"in_filter": 1,
|
||||||
|
"in_list_view": 0,
|
||||||
|
"label": "Lead",
|
||||||
|
"oldfieldname": "lead",
|
||||||
|
"oldfieldtype": "Link",
|
||||||
|
"options": "Lead",
|
||||||
|
"permlevel": 0,
|
||||||
|
"print_hide": 1,
|
||||||
|
"read_only": 0
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"depends_on": "",
|
||||||
|
"fieldname": "customer_name",
|
||||||
|
"fieldtype": "Data",
|
||||||
|
"hidden": 1,
|
||||||
|
"label": "Customer / Lead Name",
|
||||||
|
"permlevel": 0,
|
||||||
|
"print_hide": 0,
|
||||||
|
"read_only": 1
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "column_break0",
|
||||||
|
"fieldtype": "Column Break",
|
||||||
|
"oldfieldtype": "Column Break",
|
||||||
|
"permlevel": 0,
|
||||||
|
"read_only": 0,
|
||||||
|
"width": "50%"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "enquiry_type",
|
||||||
|
"fieldtype": "Select",
|
||||||
|
"label": "Opportunity Type",
|
||||||
|
"oldfieldname": "enquiry_type",
|
||||||
|
"oldfieldtype": "Select",
|
||||||
|
"options": "\nSales\nMaintenance",
|
||||||
|
"permlevel": 0,
|
||||||
|
"read_only": 0,
|
||||||
|
"reqd": 1
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"default": "Draft",
|
||||||
|
"fieldname": "status",
|
||||||
|
"fieldtype": "Select",
|
||||||
|
"in_list_view": 0,
|
||||||
|
"label": "Status",
|
||||||
|
"no_copy": 1,
|
||||||
|
"oldfieldname": "status",
|
||||||
|
"oldfieldtype": "Select",
|
||||||
|
"options": "Draft\nSubmitted\nQuotation\nLost\nCancelled\nReplied\nOpen",
|
||||||
|
"permlevel": 0,
|
||||||
|
"print_hide": 1,
|
||||||
|
"read_only": 1,
|
||||||
|
"reqd": 1
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "items_section",
|
||||||
|
"fieldtype": "Section Break",
|
||||||
|
"label": "Items",
|
||||||
|
"oldfieldtype": "Section Break",
|
||||||
|
"options": "icon-shopping-cart",
|
||||||
|
"permlevel": 0,
|
||||||
|
"read_only": 0
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"description": "Items which do not exist in Item master can also be entered on customer's request",
|
||||||
|
"fieldname": "items",
|
||||||
|
"fieldtype": "Table",
|
||||||
|
"label": "Items",
|
||||||
|
"oldfieldname": "enquiry_details",
|
||||||
|
"oldfieldtype": "Table",
|
||||||
|
"options": "Opportunity Item",
|
||||||
|
"permlevel": 0,
|
||||||
|
"read_only": 0
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "fold",
|
||||||
|
"fieldtype": "Fold",
|
||||||
|
"permlevel": 0
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"depends_on": "eval:doc.lead || doc.customer",
|
||||||
|
"fieldname": "contact_info",
|
||||||
|
"fieldtype": "Section Break",
|
||||||
|
"label": "Contact Info",
|
||||||
|
"options": "icon-bullhorn",
|
||||||
|
"permlevel": 0,
|
||||||
|
"read_only": 0
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"depends_on": "eval:doc.customer || doc.lead",
|
||||||
|
"fieldname": "customer_address",
|
||||||
|
"fieldtype": "Link",
|
||||||
|
"in_filter": 1,
|
||||||
|
"label": "Customer / Lead Address",
|
||||||
|
"options": "Address",
|
||||||
|
"permlevel": 0,
|
||||||
|
"print_hide": 1,
|
||||||
|
"read_only": 0
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "address_display",
|
||||||
|
"fieldtype": "Small Text",
|
||||||
|
"hidden": 1,
|
||||||
|
"label": "Address",
|
||||||
|
"oldfieldname": "address",
|
||||||
|
"oldfieldtype": "Small Text",
|
||||||
|
"permlevel": 0,
|
||||||
|
"read_only": 1
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"depends_on": "customer",
|
||||||
|
"description": "",
|
||||||
|
"fieldname": "territory",
|
||||||
|
"fieldtype": "Link",
|
||||||
|
"in_filter": 1,
|
||||||
|
"in_list_view": 1,
|
||||||
|
"label": "Territory",
|
||||||
|
"options": "Territory",
|
||||||
|
"permlevel": 0,
|
||||||
|
"print_hide": 1,
|
||||||
|
"read_only": 0,
|
||||||
|
"reqd": 0,
|
||||||
|
"search_index": 1
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"depends_on": "customer",
|
||||||
|
"description": "",
|
||||||
|
"fieldname": "customer_group",
|
||||||
|
"fieldtype": "Link",
|
||||||
|
"hidden": 0,
|
||||||
|
"in_filter": 1,
|
||||||
|
"label": "Customer Group",
|
||||||
|
"oldfieldname": "customer_group",
|
||||||
|
"oldfieldtype": "Link",
|
||||||
|
"options": "Customer Group",
|
||||||
|
"permlevel": 0,
|
||||||
|
"print_hide": 1,
|
||||||
|
"read_only": 0,
|
||||||
|
"reqd": 0,
|
||||||
|
"search_index": 1
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "column_break3",
|
||||||
|
"fieldtype": "Column Break",
|
||||||
|
"permlevel": 0,
|
||||||
|
"read_only": 0
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"depends_on": "eval:doc.lead || doc.customer",
|
||||||
|
"fieldname": "contact_person",
|
||||||
|
"fieldtype": "Link",
|
||||||
|
"in_filter": 1,
|
||||||
|
"label": "Contact Person",
|
||||||
|
"options": "Contact",
|
||||||
|
"permlevel": 0,
|
||||||
|
"print_hide": 1,
|
||||||
|
"read_only": 0
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"depends_on": "customer",
|
||||||
|
"fieldname": "contact_display",
|
||||||
|
"fieldtype": "Small Text",
|
||||||
|
"label": "Contact",
|
||||||
|
"permlevel": 0,
|
||||||
|
"read_only": 1
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"depends_on": "eval:doc.lead || doc.customer",
|
||||||
|
"fieldname": "contact_email",
|
||||||
|
"fieldtype": "Small Text",
|
||||||
|
"label": "Contact Email",
|
||||||
|
"permlevel": 0,
|
||||||
|
"read_only": 1
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"depends_on": "eval:doc.lead || doc.customer",
|
||||||
|
"fieldname": "contact_mobile",
|
||||||
|
"fieldtype": "Small Text",
|
||||||
|
"label": "Contact Mobile No",
|
||||||
|
"permlevel": 0,
|
||||||
|
"read_only": 1
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "more_info",
|
||||||
|
"fieldtype": "Section Break",
|
||||||
|
"label": "More Info",
|
||||||
|
"oldfieldtype": "Section Break",
|
||||||
|
"options": "icon-file-text",
|
||||||
|
"permlevel": 0,
|
||||||
|
"read_only": 0
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "column_break1",
|
||||||
|
"fieldtype": "Column Break",
|
||||||
|
"oldfieldtype": "Column Break",
|
||||||
|
"permlevel": 0,
|
||||||
|
"read_only": 0,
|
||||||
|
"width": "50%"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"default": "Today",
|
||||||
|
"fieldname": "transaction_date",
|
||||||
|
"fieldtype": "Date",
|
||||||
|
"label": "Opportunity Date",
|
||||||
|
"oldfieldname": "transaction_date",
|
||||||
|
"oldfieldtype": "Date",
|
||||||
|
"permlevel": 0,
|
||||||
|
"read_only": 0,
|
||||||
|
"reqd": 1,
|
||||||
|
"width": "50px"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "company",
|
||||||
|
"fieldtype": "Link",
|
||||||
|
"in_filter": 1,
|
||||||
|
"label": "Company",
|
||||||
|
"oldfieldname": "company",
|
||||||
|
"oldfieldtype": "Link",
|
||||||
|
"options": "Company",
|
||||||
|
"permlevel": 0,
|
||||||
|
"print_hide": 1,
|
||||||
|
"read_only": 0,
|
||||||
|
"reqd": 1,
|
||||||
|
"search_index": 1
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "source",
|
||||||
|
"fieldtype": "Select",
|
||||||
|
"label": "Source",
|
||||||
|
"oldfieldname": "source",
|
||||||
|
"oldfieldtype": "Select",
|
||||||
|
"options": "\nExisting Customer\nReference\nAdvertisement\nCold Calling\nExhibition\nSupplier Reference\nMass Mailing\nCustomer's Vendor\nCampaign\nWalk In",
|
||||||
|
"permlevel": 0,
|
||||||
|
"read_only": 0
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"description": "Enter name of campaign if source of enquiry is campaign",
|
||||||
|
"fieldname": "campaign",
|
||||||
|
"fieldtype": "Link",
|
||||||
|
"label": "Campaign",
|
||||||
|
"oldfieldname": "campaign",
|
||||||
|
"oldfieldtype": "Link",
|
||||||
|
"options": "Campaign",
|
||||||
|
"permlevel": 0,
|
||||||
|
"read_only": 0
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "fiscal_year",
|
||||||
|
"fieldtype": "Link",
|
||||||
|
"in_filter": 1,
|
||||||
|
"label": "Fiscal Year",
|
||||||
|
"oldfieldname": "fiscal_year",
|
||||||
|
"oldfieldtype": "Select",
|
||||||
|
"options": "Fiscal Year",
|
||||||
|
"permlevel": 0,
|
||||||
|
"print_hide": 1,
|
||||||
|
"read_only": 0,
|
||||||
|
"reqd": 1,
|
||||||
|
"search_index": 1
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"depends_on": "eval:!doc.__islocal",
|
||||||
|
"fieldname": "order_lost_reason",
|
||||||
|
"fieldtype": "Text",
|
||||||
|
"label": "Lost Reason",
|
||||||
|
"no_copy": 1,
|
||||||
|
"permlevel": 0,
|
||||||
|
"read_only": 1
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "column_break2",
|
||||||
|
"fieldtype": "Column Break",
|
||||||
|
"oldfieldtype": "Column Break",
|
||||||
|
"permlevel": 0,
|
||||||
|
"read_only": 0,
|
||||||
|
"width": "50%"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"description": "Your sales person who will contact the customer in future",
|
||||||
|
"fieldname": "contact_by",
|
||||||
|
"fieldtype": "Link",
|
||||||
|
"in_filter": 1,
|
||||||
|
"label": "Next Contact By",
|
||||||
|
"oldfieldname": "contact_by",
|
||||||
|
"oldfieldtype": "Link",
|
||||||
|
"options": "User",
|
||||||
|
"permlevel": 0,
|
||||||
|
"read_only": 0,
|
||||||
|
"width": "75px"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"description": "Your sales person will get a reminder on this date to contact the customer",
|
||||||
|
"fieldname": "contact_date",
|
||||||
|
"fieldtype": "Datetime",
|
||||||
|
"label": "Next Contact Date",
|
||||||
|
"oldfieldname": "contact_date",
|
||||||
|
"oldfieldtype": "Date",
|
||||||
|
"permlevel": 0,
|
||||||
|
"read_only": 0
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "to_discuss",
|
||||||
|
"fieldtype": "Small Text",
|
||||||
|
"label": "To Discuss",
|
||||||
|
"no_copy": 1,
|
||||||
|
"oldfieldname": "to_discuss",
|
||||||
|
"oldfieldtype": "Small Text",
|
||||||
|
"permlevel": 0,
|
||||||
|
"read_only": 0
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "amended_from",
|
||||||
|
"fieldtype": "Link",
|
||||||
|
"ignore_user_permissions": 1,
|
||||||
|
"label": "Amended From",
|
||||||
|
"no_copy": 1,
|
||||||
|
"oldfieldname": "amended_from",
|
||||||
|
"oldfieldtype": "Data",
|
||||||
|
"options": "Opportunity",
|
||||||
|
"permlevel": 0,
|
||||||
|
"print_hide": 1,
|
||||||
|
"read_only": 1,
|
||||||
|
"width": "150px"
|
||||||
|
}
|
||||||
|
],
|
||||||
|
"icon": "icon-info-sign",
|
||||||
|
"idx": 1,
|
||||||
|
"is_submittable": 1,
|
||||||
|
"modified": "2015-02-16 23:52:23.489259",
|
||||||
|
"modified_by": "Administrator",
|
||||||
|
"module": "CRM",
|
||||||
|
"name": "Opportunity",
|
||||||
|
"owner": "Administrator",
|
||||||
|
"permissions": [
|
||||||
|
{
|
||||||
|
"amend": 1,
|
||||||
|
"apply_user_permissions": 1,
|
||||||
|
"cancel": 1,
|
||||||
|
"create": 1,
|
||||||
|
"delete": 1,
|
||||||
|
"email": 1,
|
||||||
|
"permlevel": 0,
|
||||||
|
"print": 1,
|
||||||
|
"read": 1,
|
||||||
|
"report": 1,
|
||||||
|
"role": "Sales User",
|
||||||
|
"share": 1,
|
||||||
|
"submit": 1,
|
||||||
|
"write": 1
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"amend": 1,
|
||||||
|
"cancel": 1,
|
||||||
|
"create": 1,
|
||||||
|
"delete": 1,
|
||||||
|
"email": 1,
|
||||||
|
"permlevel": 0,
|
||||||
|
"print": 1,
|
||||||
|
"read": 1,
|
||||||
|
"report": 1,
|
||||||
|
"role": "Sales Manager",
|
||||||
|
"share": 1,
|
||||||
|
"submit": 1,
|
||||||
|
"write": 1
|
||||||
|
}
|
||||||
|
],
|
||||||
|
"search_fields": "status,transaction_date,customer,lead,enquiry_type,territory,company",
|
||||||
|
"sort_field": "modified",
|
||||||
|
"sort_order": "DESC",
|
||||||
|
"title_field": "customer_name"
|
||||||
|
}
|
||||||
@@ -68,3 +68,8 @@ scheduler_events = {
|
|||||||
|
|
||||||
default_mail_footer = """<div style="padding: 7px; text-align: right;">
|
default_mail_footer = """<div style="padding: 7px; text-align: right;">
|
||||||
<a style="color: #888; font-size: 80%;" href="https://erpnext.com">Sent via ERPNext</a></div>"""
|
<a style="color: #888; font-size: 80%;" href="https://erpnext.com">Sent via ERPNext</a></div>"""
|
||||||
|
|
||||||
|
get_translated_dict = {
|
||||||
|
("page", "setup-wizard"): "frappe.geo.country_info.get_translated_dict",
|
||||||
|
("doctype", "Global Defaults"): "frappe.geo.country_info.get_translated_dict"
|
||||||
|
}
|
||||||
|
|||||||
@@ -185,7 +185,7 @@
|
|||||||
"fieldname": "company",
|
"fieldname": "company",
|
||||||
"fieldtype": "Link",
|
"fieldtype": "Link",
|
||||||
"label": "Company",
|
"label": "Company",
|
||||||
"options": "company",
|
"options": "Company",
|
||||||
"permlevel": 0,
|
"permlevel": 0,
|
||||||
"precision": ""
|
"precision": ""
|
||||||
},
|
},
|
||||||
@@ -252,7 +252,7 @@
|
|||||||
"is_submittable": 1,
|
"is_submittable": 1,
|
||||||
"issingle": 0,
|
"issingle": 0,
|
||||||
"istable": 0,
|
"istable": 0,
|
||||||
"modified": "2015-02-05 05:11:35.113320",
|
"modified": "2015-02-13 14:58:32.967368",
|
||||||
"modified_by": "Administrator",
|
"modified_by": "Administrator",
|
||||||
"module": "Manufacturing",
|
"module": "Manufacturing",
|
||||||
"name": "BOM",
|
"name": "BOM",
|
||||||
|
|||||||
@@ -1,10 +1,11 @@
|
|||||||
Accounts
|
Accounts
|
||||||
|
CRM
|
||||||
Buying
|
Buying
|
||||||
HR
|
|
||||||
Manufacturing
|
|
||||||
Projects
|
Projects
|
||||||
Selling
|
Selling
|
||||||
Setup
|
Setup
|
||||||
|
HR
|
||||||
|
Manufacturing
|
||||||
Stock
|
Stock
|
||||||
Support
|
Support
|
||||||
Utilities
|
Utilities
|
||||||
|
|||||||
@@ -108,3 +108,6 @@ erpnext.patches.v5_0.remove_shopping_cart_app
|
|||||||
erpnext.patches.v5_0.update_companywise_payment_account
|
erpnext.patches.v5_0.update_companywise_payment_account
|
||||||
erpnext.patches.v5_0.remove_birthday_events
|
erpnext.patches.v5_0.remove_birthday_events
|
||||||
erpnext.patches.v5_0.update_item_name_in_bom
|
erpnext.patches.v5_0.update_item_name_in_bom
|
||||||
|
execute:frappe.reload_doc('crm', 'doctype', 'lead')
|
||||||
|
execute:frappe.reload_doc('crm', 'doctype', 'opportunity')
|
||||||
|
erpnext.patches.v5_0.rename_customer_issue
|
||||||
|
|||||||
@@ -13,7 +13,7 @@ doctype_series_map = {
|
|||||||
'Attendance': 'ATT-',
|
'Attendance': 'ATT-',
|
||||||
'C-Form': 'C-FORM-',
|
'C-Form': 'C-FORM-',
|
||||||
'Customer': 'CUST-',
|
'Customer': 'CUST-',
|
||||||
'Customer Issue': 'CI-',
|
'Warranty Claim': 'CI-',
|
||||||
'Delivery Note': 'DN-',
|
'Delivery Note': 'DN-',
|
||||||
'Installation Note': 'IN-',
|
'Installation Note': 'IN-',
|
||||||
'Item': 'ITEM-',
|
'Item': 'ITEM-',
|
||||||
|
|||||||
@@ -10,7 +10,7 @@ doctype_series_map = {
|
|||||||
'Attendance': 'ATT-',
|
'Attendance': 'ATT-',
|
||||||
'C-Form': 'C-FORM-',
|
'C-Form': 'C-FORM-',
|
||||||
'Customer': 'CUST-',
|
'Customer': 'CUST-',
|
||||||
'Customer Issue': 'CI-',
|
'Warranty Claim': 'CI-',
|
||||||
'Delivery Note': 'DN-',
|
'Delivery Note': 'DN-',
|
||||||
'Installation Note': 'IN-',
|
'Installation Note': 'IN-',
|
||||||
'Item': 'ITEM-',
|
'Item': 'ITEM-',
|
||||||
|
|||||||
5
erpnext/patches/v5_0/rename_customer_issue.py
Normal file
5
erpnext/patches/v5_0/rename_customer_issue.py
Normal file
@@ -0,0 +1,5 @@
|
|||||||
|
import frappe
|
||||||
|
|
||||||
|
def execute():
|
||||||
|
if frappe.db.table_exists("tabCustomer Issue"):
|
||||||
|
frappe.rename_doc("DocType", "Customer Issue", "Warrany Claim")
|
||||||
@@ -64,7 +64,7 @@ erpnext.feature_setup.feature_dict = {
|
|||||||
'Stock Ledger Entry': {'fields':['batch_no']}
|
'Stock Ledger Entry': {'fields':['batch_no']}
|
||||||
},
|
},
|
||||||
'fs_item_serial_nos': {
|
'fs_item_serial_nos': {
|
||||||
'Customer Issue': {'fields':['serial_no']},
|
'Warranty Claim': {'fields':['serial_no']},
|
||||||
'Delivery Note': {'items':['serial_no'],'packed_items':['serial_no']},
|
'Delivery Note': {'items':['serial_no'],'packed_items':['serial_no']},
|
||||||
'Installation Note': {'items':['serial_no']},
|
'Installation Note': {'items':['serial_no']},
|
||||||
'Item': {'fields':['has_serial_no']},
|
'Item': {'fields':['has_serial_no']},
|
||||||
@@ -155,7 +155,7 @@ erpnext.feature_setup.feature_dict = {
|
|||||||
'Sales Order': {'fields':['sales_team']}
|
'Sales Order': {'fields':['sales_team']}
|
||||||
},
|
},
|
||||||
'fs_more_info': {
|
'fs_more_info': {
|
||||||
"Customer Issue": {"fields": ["more_info"]},
|
"Warranty Claim": {"fields": ["more_info"]},
|
||||||
'Material Request': {'fields':['more_info']},
|
'Material Request': {'fields':['more_info']},
|
||||||
'Lead': {'fields':['more_info']},
|
'Lead': {'fields':['more_info']},
|
||||||
'Opportunity': {'fields':['more_info']},
|
'Opportunity': {'fields':['more_info']},
|
||||||
|
|||||||
@@ -1 +0,0 @@
|
|||||||
Prospective customer / prospect database. List of all prospects that could be source of business.
|
|
||||||
@@ -1 +0,0 @@
|
|||||||
from __future__ import unicode_literals
|
|
||||||
@@ -1,9 +0,0 @@
|
|||||||
frappe.listview_settings['Lead'] = {
|
|
||||||
add_fields: ["territory", "company_name", "status", "source"],
|
|
||||||
get_indicator: function(doc) {
|
|
||||||
var indicator = [__(doc.status), "darkgrey", "status,=," + doc.status];
|
|
||||||
if(doc.status==="Open") indicator[1] = "red";
|
|
||||||
if(doc.status==="Opportunity") indicator[1] = "green";
|
|
||||||
return indicator;
|
|
||||||
}
|
|
||||||
};
|
|
||||||
@@ -1 +0,0 @@
|
|||||||
from __future__ import unicode_literals
|
|
||||||
@@ -1,436 +0,0 @@
|
|||||||
{
|
|
||||||
"allow_import": 1,
|
|
||||||
"autoname": "naming_series:",
|
|
||||||
"creation": "2013-03-07 18:50:30",
|
|
||||||
"description": "Potential Sales Deal",
|
|
||||||
"docstatus": 0,
|
|
||||||
"doctype": "DocType",
|
|
||||||
"document_type": "Transaction",
|
|
||||||
"fields": [
|
|
||||||
{
|
|
||||||
"fieldname": "from_section",
|
|
||||||
"fieldtype": "Section Break",
|
|
||||||
"label": "From",
|
|
||||||
"options": "icon-user",
|
|
||||||
"permlevel": 0
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"fieldname": "naming_series",
|
|
||||||
"fieldtype": "Select",
|
|
||||||
"label": "Series",
|
|
||||||
"no_copy": 1,
|
|
||||||
"oldfieldname": "naming_series",
|
|
||||||
"oldfieldtype": "Select",
|
|
||||||
"options": "OPTY-",
|
|
||||||
"permlevel": 0,
|
|
||||||
"read_only": 0,
|
|
||||||
"reqd": 1
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"fieldname": "enquiry_from",
|
|
||||||
"fieldtype": "Select",
|
|
||||||
"in_list_view": 0,
|
|
||||||
"label": "Opportunity From",
|
|
||||||
"oldfieldname": "enquiry_from",
|
|
||||||
"oldfieldtype": "Select",
|
|
||||||
"options": "\nLead\nCustomer",
|
|
||||||
"permlevel": 0,
|
|
||||||
"print_hide": 1,
|
|
||||||
"read_only": 0,
|
|
||||||
"report_hide": 0,
|
|
||||||
"reqd": 1
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"depends_on": "eval:doc.enquiry_from===\"Customer\"",
|
|
||||||
"fieldname": "customer",
|
|
||||||
"fieldtype": "Link",
|
|
||||||
"hidden": 0,
|
|
||||||
"in_filter": 1,
|
|
||||||
"in_list_view": 0,
|
|
||||||
"label": "Customer",
|
|
||||||
"no_copy": 1,
|
|
||||||
"oldfieldname": "customer",
|
|
||||||
"oldfieldtype": "Link",
|
|
||||||
"options": "Customer",
|
|
||||||
"permlevel": 0,
|
|
||||||
"print_hide": 1,
|
|
||||||
"read_only": 0,
|
|
||||||
"reqd": 0,
|
|
||||||
"search_index": 0
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"depends_on": "eval:doc.enquiry_from===\"Lead\"",
|
|
||||||
"fieldname": "lead",
|
|
||||||
"fieldtype": "Link",
|
|
||||||
"hidden": 0,
|
|
||||||
"in_filter": 1,
|
|
||||||
"in_list_view": 0,
|
|
||||||
"label": "Lead",
|
|
||||||
"oldfieldname": "lead",
|
|
||||||
"oldfieldtype": "Link",
|
|
||||||
"options": "Lead",
|
|
||||||
"permlevel": 0,
|
|
||||||
"print_hide": 1,
|
|
||||||
"read_only": 0
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"depends_on": "",
|
|
||||||
"fieldname": "customer_name",
|
|
||||||
"fieldtype": "Data",
|
|
||||||
"hidden": 1,
|
|
||||||
"label": "Customer / Lead Name",
|
|
||||||
"permlevel": 0,
|
|
||||||
"print_hide": 0,
|
|
||||||
"read_only": 1
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"fieldname": "column_break0",
|
|
||||||
"fieldtype": "Column Break",
|
|
||||||
"oldfieldtype": "Column Break",
|
|
||||||
"permlevel": 0,
|
|
||||||
"read_only": 0,
|
|
||||||
"width": "50%"
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"fieldname": "enquiry_type",
|
|
||||||
"fieldtype": "Select",
|
|
||||||
"label": "Opportunity Type",
|
|
||||||
"oldfieldname": "enquiry_type",
|
|
||||||
"oldfieldtype": "Select",
|
|
||||||
"options": "\nSales\nMaintenance",
|
|
||||||
"permlevel": 0,
|
|
||||||
"read_only": 0,
|
|
||||||
"reqd": 1
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"default": "Draft",
|
|
||||||
"fieldname": "status",
|
|
||||||
"fieldtype": "Select",
|
|
||||||
"in_list_view": 0,
|
|
||||||
"label": "Status",
|
|
||||||
"no_copy": 1,
|
|
||||||
"oldfieldname": "status",
|
|
||||||
"oldfieldtype": "Select",
|
|
||||||
"options": "Draft\nSubmitted\nQuotation\nLost\nCancelled\nReplied\nOpen",
|
|
||||||
"permlevel": 0,
|
|
||||||
"print_hide": 1,
|
|
||||||
"read_only": 1,
|
|
||||||
"reqd": 1
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"fieldname": "items_section",
|
|
||||||
"fieldtype": "Section Break",
|
|
||||||
"label": "Items",
|
|
||||||
"oldfieldtype": "Section Break",
|
|
||||||
"options": "icon-shopping-cart",
|
|
||||||
"permlevel": 0,
|
|
||||||
"read_only": 0
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"description": "Items which do not exist in Item master can also be entered on customer's request",
|
|
||||||
"fieldname": "items",
|
|
||||||
"fieldtype": "Table",
|
|
||||||
"label": "Items",
|
|
||||||
"oldfieldname": "enquiry_details",
|
|
||||||
"oldfieldtype": "Table",
|
|
||||||
"options": "Opportunity Item",
|
|
||||||
"permlevel": 0,
|
|
||||||
"read_only": 0
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"fieldname": "fold",
|
|
||||||
"fieldtype": "Fold",
|
|
||||||
"permlevel": 0
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"depends_on": "eval:doc.lead || doc.customer",
|
|
||||||
"fieldname": "contact_info",
|
|
||||||
"fieldtype": "Section Break",
|
|
||||||
"label": "Contact Info",
|
|
||||||
"options": "icon-bullhorn",
|
|
||||||
"permlevel": 0,
|
|
||||||
"read_only": 0
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"depends_on": "eval:doc.customer || doc.lead",
|
|
||||||
"fieldname": "customer_address",
|
|
||||||
"fieldtype": "Link",
|
|
||||||
"in_filter": 1,
|
|
||||||
"label": "Customer / Lead Address",
|
|
||||||
"options": "Address",
|
|
||||||
"permlevel": 0,
|
|
||||||
"print_hide": 1,
|
|
||||||
"read_only": 0
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"fieldname": "address_display",
|
|
||||||
"fieldtype": "Small Text",
|
|
||||||
"hidden": 1,
|
|
||||||
"label": "Address",
|
|
||||||
"oldfieldname": "address",
|
|
||||||
"oldfieldtype": "Small Text",
|
|
||||||
"permlevel": 0,
|
|
||||||
"read_only": 1
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"depends_on": "customer",
|
|
||||||
"description": "",
|
|
||||||
"fieldname": "territory",
|
|
||||||
"fieldtype": "Link",
|
|
||||||
"in_filter": 1,
|
|
||||||
"in_list_view": 1,
|
|
||||||
"label": "Territory",
|
|
||||||
"options": "Territory",
|
|
||||||
"permlevel": 0,
|
|
||||||
"print_hide": 1,
|
|
||||||
"read_only": 0,
|
|
||||||
"reqd": 0,
|
|
||||||
"search_index": 1
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"depends_on": "customer",
|
|
||||||
"description": "",
|
|
||||||
"fieldname": "customer_group",
|
|
||||||
"fieldtype": "Link",
|
|
||||||
"hidden": 0,
|
|
||||||
"in_filter": 1,
|
|
||||||
"label": "Customer Group",
|
|
||||||
"oldfieldname": "customer_group",
|
|
||||||
"oldfieldtype": "Link",
|
|
||||||
"options": "Customer Group",
|
|
||||||
"permlevel": 0,
|
|
||||||
"print_hide": 1,
|
|
||||||
"read_only": 0,
|
|
||||||
"reqd": 0,
|
|
||||||
"search_index": 1
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"fieldname": "column_break3",
|
|
||||||
"fieldtype": "Column Break",
|
|
||||||
"permlevel": 0,
|
|
||||||
"read_only": 0
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"depends_on": "eval:doc.lead || doc.customer",
|
|
||||||
"fieldname": "contact_person",
|
|
||||||
"fieldtype": "Link",
|
|
||||||
"in_filter": 1,
|
|
||||||
"label": "Contact Person",
|
|
||||||
"options": "Contact",
|
|
||||||
"permlevel": 0,
|
|
||||||
"print_hide": 1,
|
|
||||||
"read_only": 0
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"depends_on": "customer",
|
|
||||||
"fieldname": "contact_display",
|
|
||||||
"fieldtype": "Small Text",
|
|
||||||
"label": "Contact",
|
|
||||||
"permlevel": 0,
|
|
||||||
"read_only": 1
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"depends_on": "eval:doc.lead || doc.customer",
|
|
||||||
"fieldname": "contact_email",
|
|
||||||
"fieldtype": "Small Text",
|
|
||||||
"label": "Contact Email",
|
|
||||||
"permlevel": 0,
|
|
||||||
"read_only": 1
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"depends_on": "eval:doc.lead || doc.customer",
|
|
||||||
"fieldname": "contact_mobile",
|
|
||||||
"fieldtype": "Small Text",
|
|
||||||
"label": "Contact Mobile No",
|
|
||||||
"permlevel": 0,
|
|
||||||
"read_only": 1
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"fieldname": "more_info",
|
|
||||||
"fieldtype": "Section Break",
|
|
||||||
"label": "More Info",
|
|
||||||
"oldfieldtype": "Section Break",
|
|
||||||
"options": "icon-file-text",
|
|
||||||
"permlevel": 0,
|
|
||||||
"read_only": 0
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"fieldname": "column_break1",
|
|
||||||
"fieldtype": "Column Break",
|
|
||||||
"oldfieldtype": "Column Break",
|
|
||||||
"permlevel": 0,
|
|
||||||
"read_only": 0,
|
|
||||||
"width": "50%"
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"default": "Today",
|
|
||||||
"fieldname": "transaction_date",
|
|
||||||
"fieldtype": "Date",
|
|
||||||
"label": "Opportunity Date",
|
|
||||||
"oldfieldname": "transaction_date",
|
|
||||||
"oldfieldtype": "Date",
|
|
||||||
"permlevel": 0,
|
|
||||||
"read_only": 0,
|
|
||||||
"reqd": 1,
|
|
||||||
"width": "50px"
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"fieldname": "company",
|
|
||||||
"fieldtype": "Link",
|
|
||||||
"in_filter": 1,
|
|
||||||
"label": "Company",
|
|
||||||
"oldfieldname": "company",
|
|
||||||
"oldfieldtype": "Link",
|
|
||||||
"options": "Company",
|
|
||||||
"permlevel": 0,
|
|
||||||
"print_hide": 1,
|
|
||||||
"read_only": 0,
|
|
||||||
"reqd": 1,
|
|
||||||
"search_index": 1
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"fieldname": "source",
|
|
||||||
"fieldtype": "Select",
|
|
||||||
"label": "Source",
|
|
||||||
"oldfieldname": "source",
|
|
||||||
"oldfieldtype": "Select",
|
|
||||||
"options": "\nExisting Customer\nReference\nAdvertisement\nCold Calling\nExhibition\nSupplier Reference\nMass Mailing\nCustomer's Vendor\nCampaign\nWalk In",
|
|
||||||
"permlevel": 0,
|
|
||||||
"read_only": 0
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"description": "Enter name of campaign if source of enquiry is campaign",
|
|
||||||
"fieldname": "campaign",
|
|
||||||
"fieldtype": "Link",
|
|
||||||
"label": "Campaign",
|
|
||||||
"oldfieldname": "campaign",
|
|
||||||
"oldfieldtype": "Link",
|
|
||||||
"options": "Campaign",
|
|
||||||
"permlevel": 0,
|
|
||||||
"read_only": 0
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"fieldname": "fiscal_year",
|
|
||||||
"fieldtype": "Link",
|
|
||||||
"in_filter": 1,
|
|
||||||
"label": "Fiscal Year",
|
|
||||||
"oldfieldname": "fiscal_year",
|
|
||||||
"oldfieldtype": "Select",
|
|
||||||
"options": "Fiscal Year",
|
|
||||||
"permlevel": 0,
|
|
||||||
"print_hide": 1,
|
|
||||||
"read_only": 0,
|
|
||||||
"reqd": 1,
|
|
||||||
"search_index": 1
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"depends_on": "eval:!doc.__islocal",
|
|
||||||
"fieldname": "order_lost_reason",
|
|
||||||
"fieldtype": "Text",
|
|
||||||
"label": "Lost Reason",
|
|
||||||
"no_copy": 1,
|
|
||||||
"permlevel": 0,
|
|
||||||
"read_only": 1
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"fieldname": "column_break2",
|
|
||||||
"fieldtype": "Column Break",
|
|
||||||
"oldfieldtype": "Column Break",
|
|
||||||
"permlevel": 0,
|
|
||||||
"read_only": 0,
|
|
||||||
"width": "50%"
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"description": "Your sales person who will contact the customer in future",
|
|
||||||
"fieldname": "contact_by",
|
|
||||||
"fieldtype": "Link",
|
|
||||||
"in_filter": 1,
|
|
||||||
"label": "Next Contact By",
|
|
||||||
"oldfieldname": "contact_by",
|
|
||||||
"oldfieldtype": "Link",
|
|
||||||
"options": "User",
|
|
||||||
"permlevel": 0,
|
|
||||||
"read_only": 0,
|
|
||||||
"width": "75px"
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"description": "Your sales person will get a reminder on this date to contact the customer",
|
|
||||||
"fieldname": "contact_date",
|
|
||||||
"fieldtype": "Datetime",
|
|
||||||
"label": "Next Contact Date",
|
|
||||||
"oldfieldname": "contact_date",
|
|
||||||
"oldfieldtype": "Date",
|
|
||||||
"permlevel": 0,
|
|
||||||
"read_only": 0
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"fieldname": "to_discuss",
|
|
||||||
"fieldtype": "Small Text",
|
|
||||||
"label": "To Discuss",
|
|
||||||
"no_copy": 1,
|
|
||||||
"oldfieldname": "to_discuss",
|
|
||||||
"oldfieldtype": "Small Text",
|
|
||||||
"permlevel": 0,
|
|
||||||
"read_only": 0
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"fieldname": "amended_from",
|
|
||||||
"fieldtype": "Link",
|
|
||||||
"ignore_user_permissions": 1,
|
|
||||||
"label": "Amended From",
|
|
||||||
"no_copy": 1,
|
|
||||||
"oldfieldname": "amended_from",
|
|
||||||
"oldfieldtype": "Data",
|
|
||||||
"options": "Opportunity",
|
|
||||||
"permlevel": 0,
|
|
||||||
"print_hide": 1,
|
|
||||||
"read_only": 1,
|
|
||||||
"width": "150px"
|
|
||||||
}
|
|
||||||
],
|
|
||||||
"icon": "icon-info-sign",
|
|
||||||
"idx": 1,
|
|
||||||
"is_submittable": 1,
|
|
||||||
"modified": "2015-02-11 14:45:30.174431",
|
|
||||||
"modified_by": "Administrator",
|
|
||||||
"module": "Selling",
|
|
||||||
"name": "Opportunity",
|
|
||||||
"owner": "Administrator",
|
|
||||||
"permissions": [
|
|
||||||
{
|
|
||||||
"amend": 1,
|
|
||||||
"apply_user_permissions": 1,
|
|
||||||
"cancel": 1,
|
|
||||||
"create": 1,
|
|
||||||
"delete": 1,
|
|
||||||
"email": 1,
|
|
||||||
"permlevel": 0,
|
|
||||||
"print": 1,
|
|
||||||
"read": 1,
|
|
||||||
"report": 1,
|
|
||||||
"role": "Sales User",
|
|
||||||
"share": 1,
|
|
||||||
"submit": 1,
|
|
||||||
"write": 1
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"amend": 1,
|
|
||||||
"cancel": 1,
|
|
||||||
"create": 1,
|
|
||||||
"delete": 1,
|
|
||||||
"email": 1,
|
|
||||||
"permlevel": 0,
|
|
||||||
"print": 1,
|
|
||||||
"read": 1,
|
|
||||||
"report": 1,
|
|
||||||
"role": "Sales Manager",
|
|
||||||
"share": 1,
|
|
||||||
"submit": 1,
|
|
||||||
"write": 1
|
|
||||||
}
|
|
||||||
],
|
|
||||||
"search_fields": "status,transaction_date,customer,lead,enquiry_type,territory,company",
|
|
||||||
"sort_field": "modified",
|
|
||||||
"sort_order": "DESC",
|
|
||||||
"title_field": "customer_name"
|
|
||||||
}
|
|
||||||
@@ -32,7 +32,7 @@ erpnext.selling.QuotationController = erpnext.selling.SellingController.extend({
|
|||||||
cur_frm.add_custom_button(__('From Opportunity'),
|
cur_frm.add_custom_button(__('From Opportunity'),
|
||||||
function() {
|
function() {
|
||||||
frappe.model.map_current_doc({
|
frappe.model.map_current_doc({
|
||||||
method: "erpnext.selling.doctype.opportunity.opportunity.make_quotation",
|
method: "erpnext.crm.doctype.opportunity.opportunity.make_quotation",
|
||||||
source_doctype: "Opportunity",
|
source_doctype: "Opportunity",
|
||||||
get_query_filters: {
|
get_query_filters: {
|
||||||
docstatus: 1,
|
docstatus: 1,
|
||||||
@@ -94,7 +94,7 @@ erpnext.selling.QuotationController = erpnext.selling.SellingController.extend({
|
|||||||
lead: function() {
|
lead: function() {
|
||||||
var me = this;
|
var me = this;
|
||||||
frappe.call({
|
frappe.call({
|
||||||
method: "erpnext.selling.doctype.lead.lead.get_lead_details",
|
method: "erpnext.crm.doctype.lead.lead.get_lead_details",
|
||||||
args: { "lead": this.frm.doc.lead },
|
args: { "lead": this.frm.doc.lead },
|
||||||
callback: function(r) {
|
callback: function(r) {
|
||||||
if(r.message) {
|
if(r.message) {
|
||||||
|
|||||||
@@ -149,7 +149,7 @@ def _make_customer(source_name, ignore_permissions=False):
|
|||||||
customer_name = frappe.db.get_value("Customer", {"lead_name": lead_name},
|
customer_name = frappe.db.get_value("Customer", {"lead_name": lead_name},
|
||||||
["name", "customer_name"], as_dict=True)
|
["name", "customer_name"], as_dict=True)
|
||||||
if not customer_name:
|
if not customer_name:
|
||||||
from erpnext.selling.doctype.lead.lead import _make_customer
|
from erpnext.crm.doctype.lead.lead import _make_customer
|
||||||
customer_doclist = _make_customer(lead_name, ignore_permissions=ignore_permissions)
|
customer_doclist = _make_customer(lead_name, ignore_permissions=ignore_permissions)
|
||||||
customer = frappe.get_doc(customer_doclist)
|
customer = frappe.get_doc(customer_doclist)
|
||||||
customer.flags.ignore_permissions = ignore_permissions
|
customer.flags.ignore_permissions = ignore_permissions
|
||||||
|
|||||||
@@ -17,7 +17,8 @@ content_sequence = [
|
|||||||
"invoiced_amount", "payables"]],
|
"invoiced_amount", "payables"]],
|
||||||
["Bank Balance", ["bank_balance"]],
|
["Bank Balance", ["bank_balance"]],
|
||||||
["Buying", ["new_purchase_requests", "new_supplier_quotations", "new_purchase_orders"]],
|
["Buying", ["new_purchase_requests", "new_supplier_quotations", "new_purchase_orders"]],
|
||||||
["Selling", ["new_leads", "new_enquiries", "new_quotations", "new_sales_orders"]],
|
["CRM", ["new_leads", "new_enquiries"]],
|
||||||
|
["Selling", ["new_quotations", "new_sales_orders"]],
|
||||||
["Stock", ["new_delivery_notes", "new_purchase_receipts", "new_stock_entries"]],
|
["Stock", ["new_delivery_notes", "new_purchase_receipts", "new_stock_entries"]],
|
||||||
["Support", ["new_communications", "new_support_tickets", "open_tickets"]],
|
["Support", ["new_communications", "new_support_tickets", "open_tickets"]],
|
||||||
["Projects", ["new_projects"]],
|
["Projects", ["new_projects"]],
|
||||||
|
|||||||
@@ -12,6 +12,7 @@ cur_frm.cscript.refresh = function(doc, cdt, cdn) {
|
|||||||
|
|
||||||
cur_frm.cscript.set_root_readonly = function(doc) {
|
cur_frm.cscript.set_root_readonly = function(doc) {
|
||||||
// read-only for root item group
|
// read-only for root item group
|
||||||
|
cur_frm.set_intro("");
|
||||||
if(!doc.parent_item_group) {
|
if(!doc.parent_item_group) {
|
||||||
cur_frm.set_read_only();
|
cur_frm.set_read_only();
|
||||||
cur_frm.set_intro(__("This is a root item group and cannot be edited."), true);
|
cur_frm.set_intro(__("This is a root item group and cannot be edited."), true);
|
||||||
|
|||||||
@@ -8,6 +8,13 @@
|
|||||||
"doctype": "DocType",
|
"doctype": "DocType",
|
||||||
"document_type": "Master",
|
"document_type": "Master",
|
||||||
"fields": [
|
"fields": [
|
||||||
|
{
|
||||||
|
"fieldname": "gs",
|
||||||
|
"fieldtype": "Section Break",
|
||||||
|
"in_list_view": 0,
|
||||||
|
"label": "General Settings",
|
||||||
|
"permlevel": 0
|
||||||
|
},
|
||||||
{
|
{
|
||||||
"fieldname": "item_group_name",
|
"fieldname": "item_group_name",
|
||||||
"fieldtype": "Data",
|
"fieldtype": "Data",
|
||||||
@@ -20,13 +27,6 @@
|
|||||||
"reqd": 1,
|
"reqd": 1,
|
||||||
"search_index": 0
|
"search_index": 0
|
||||||
},
|
},
|
||||||
{
|
|
||||||
"fieldname": "gs",
|
|
||||||
"fieldtype": "Section Break",
|
|
||||||
"in_list_view": 0,
|
|
||||||
"label": "General Settings",
|
|
||||||
"permlevel": 0
|
|
||||||
},
|
|
||||||
{
|
{
|
||||||
"description": "",
|
"description": "",
|
||||||
"fieldname": "parent_item_group",
|
"fieldname": "parent_item_group",
|
||||||
@@ -104,7 +104,7 @@
|
|||||||
"in_list_view": 0,
|
"in_list_view": 0,
|
||||||
"label": "Page Name",
|
"label": "Page Name",
|
||||||
"permlevel": 0,
|
"permlevel": 0,
|
||||||
"read_only": 1
|
"read_only": 0
|
||||||
},
|
},
|
||||||
{
|
{
|
||||||
"depends_on": "show_in_website",
|
"depends_on": "show_in_website",
|
||||||
@@ -190,7 +190,7 @@
|
|||||||
"in_create": 1,
|
"in_create": 1,
|
||||||
"issingle": 0,
|
"issingle": 0,
|
||||||
"max_attachments": 3,
|
"max_attachments": 3,
|
||||||
"modified": "2015-02-05 05:11:39.844136",
|
"modified": "2015-02-16 23:50:48.113171",
|
||||||
"modified_by": "Administrator",
|
"modified_by": "Administrator",
|
||||||
"module": "Setup",
|
"module": "Setup",
|
||||||
"name": "Item Group",
|
"name": "Item Group",
|
||||||
|
|||||||
@@ -34,6 +34,17 @@ class ItemGroup(NestedSet, WebsiteGenerator):
|
|||||||
NestedSet.on_trash(self)
|
NestedSet.on_trash(self)
|
||||||
WebsiteGenerator.on_trash(self)
|
WebsiteGenerator.on_trash(self)
|
||||||
|
|
||||||
|
def set_parent_website_route(self):
|
||||||
|
"""Overwrite `parent_website_route` from `WebsiteGenerator`.
|
||||||
|
Only set `parent_website_route` if parent is visble.
|
||||||
|
|
||||||
|
e.g. If `show_in_website` is set for Products then url should be `/products`"""
|
||||||
|
if self.parent_item_group and frappe.db.get_value("Item Group",
|
||||||
|
self.parent_item_group, "show_in_website"):
|
||||||
|
super(WebsiteGenerator, self)()
|
||||||
|
else:
|
||||||
|
self.parent_website_route = ""
|
||||||
|
|
||||||
def validate_name_with_item(self):
|
def validate_name_with_item(self):
|
||||||
if frappe.db.exists("Item", self.name):
|
if frappe.db.exists("Item", self.name):
|
||||||
frappe.throw(frappe._("An item exists with same name ({0}), please change the item group name or rename the item").format(self.name))
|
frappe.throw(frappe._("An item exists with same name ({0}), please change the item group name or rename the item").format(self.name))
|
||||||
|
|||||||
@@ -1,26 +1,70 @@
|
|||||||
#page-setup-wizard {
|
.setup-wizard-slide {
|
||||||
position: fixed;
|
padding-left: 0px;
|
||||||
top: 0px; bottom: 0px;
|
padding-right: 0px;
|
||||||
left: 0px; right: 0px;
|
|
||||||
overflow: auto;
|
|
||||||
padding-top: 30px;
|
|
||||||
}
|
|
||||||
.setup-wizard-wrapper {
|
|
||||||
margin: 0px auto;
|
|
||||||
}
|
}
|
||||||
|
|
||||||
@media (min-width: 768px) {
|
@media (min-width: 768px) {
|
||||||
.setup-wizard-wrapper {
|
.setup-wizard-slide.single-column {
|
||||||
width: 725px;
|
max-width: 500px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.setup-wizard-slide.two-column {
|
||||||
|
max-width: 768px;
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
#page-setup-wizard .col-md-6 .control-input .btn {
|
.setup-wizard-slide .lead {
|
||||||
width: 100%;
|
margin-bottom: 10px;
|
||||||
}
|
}
|
||||||
|
|
||||||
#page-setup-wizard .form-section {
|
.setup-wizard-slide .form {
|
||||||
margin: 0px -15px;
|
margin-top: 20px;
|
||||||
padding: 0px;
|
border: 1px solid #d1d8dd;
|
||||||
max-width: 400px;
|
box-shadow: 0px 3px 5px rgba(0, 0, 0, 0.1);
|
||||||
|
}
|
||||||
|
|
||||||
|
.setup-wizard-slide .footer {
|
||||||
|
margin: 20px auto;
|
||||||
|
}
|
||||||
|
|
||||||
|
.setup-wizard-progress {
|
||||||
|
border-bottom: 1px solid #d1d8dd;
|
||||||
|
padding-bottom: 15px;
|
||||||
|
margin: -20px auto 20px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.setup-wizard-slide .icon-fixed-width {
|
||||||
|
vertical-align: middle;
|
||||||
|
}
|
||||||
|
|
||||||
|
.setup-wizard-slide .icon-circle-blank {
|
||||||
|
font-size: 7px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.setup-wizard-slide .icon-circle {
|
||||||
|
font-size: 10px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.setup-wizard-slide .frappe-control[data-fieldtype="Attach Image"] {
|
||||||
|
text-align: center;
|
||||||
|
}
|
||||||
|
|
||||||
|
.setup-wizard-slide .missing-image,
|
||||||
|
.setup-wizard-slide .attach-image-display {
|
||||||
|
display: block;
|
||||||
|
position: relative;
|
||||||
|
left: 50%;
|
||||||
|
transform: translate(-50%, 0);
|
||||||
|
-webkit-transform: translate(-50%, 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
.setup-wizard-slide .missing-image .octicon {
|
||||||
|
position: relative;
|
||||||
|
top: 50%;
|
||||||
|
transform: translate(0px, -50%);
|
||||||
|
-webkit-transform: translate(0px, -50%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.setup-wizard-message-image {
|
||||||
|
margin: 15px auto;
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -1,3 +1,5 @@
|
|||||||
|
frappe.provide("erpnext.wiz");
|
||||||
|
|
||||||
frappe.pages['setup-wizard'].on_page_load = function(wrapper) {
|
frappe.pages['setup-wizard'].on_page_load = function(wrapper) {
|
||||||
if(sys_defaults.company) {
|
if(sys_defaults.company) {
|
||||||
frappe.set_route("desktop");
|
frappe.set_route("desktop");
|
||||||
@@ -10,360 +12,36 @@ frappe.pages['setup-wizard'].on_page_load = function(wrapper) {
|
|||||||
page_name: "setup-wizard",
|
page_name: "setup-wizard",
|
||||||
parent: wrapper,
|
parent: wrapper,
|
||||||
on_complete: function(wiz) {
|
on_complete: function(wiz) {
|
||||||
var values = wiz.get_values();
|
erpnext.wiz.setup_account(wiz);
|
||||||
wiz.show_working();
|
|
||||||
frappe.call({
|
|
||||||
method: "erpnext.setup.page.setup_wizard.setup_wizard.setup_account",
|
|
||||||
args: values,
|
|
||||||
callback: function(r) {
|
|
||||||
wiz.show_complete();
|
|
||||||
setTimeout(function() {
|
|
||||||
if(user==="Administrator") {
|
|
||||||
msgprint(__("Login with your new User ID") + ": " + values.email);
|
|
||||||
setTimeout(function() {
|
|
||||||
frappe.app.logout();
|
|
||||||
}, 2000);
|
|
||||||
} else {
|
|
||||||
window.location = "/desk";
|
|
||||||
}
|
|
||||||
}, 2000);
|
|
||||||
},
|
|
||||||
error: function(r) {
|
|
||||||
|
|
||||||
var d = msgprint(__("There were errors."));
|
|
||||||
d.custom_onhide = function() {
|
|
||||||
frappe.set_route(erpnext.wiz.page_name, "0");
|
|
||||||
};
|
|
||||||
}
|
|
||||||
})
|
|
||||||
},
|
},
|
||||||
title: __("Welcome"),
|
title: __("Welcome"),
|
||||||
working_html: function() { return '<h3 class="text-muted text-center"><i class="icon-refresh icon-spin"></i></h3>\
|
working_html: erpnext.wiz.working_html,
|
||||||
<h2 class="text-center">'+__('Setting up...')+'</h2>\
|
complete_html: erpnext.wiz.complete_html,
|
||||||
<p class="text-center">' +
|
|
||||||
__('Sit tight while your system is being setup. This may take a few moments.') +
|
|
||||||
'</p>' },
|
|
||||||
complete_html: function() { return '<h1 class="text-muted text-center"></h1>\
|
|
||||||
<h2 class="text-center">'+__('Setup Complete')+'</h2>\
|
|
||||||
<p class="text-center">' +
|
|
||||||
__('Your setup is complete. Refreshing...') +
|
|
||||||
'</p>'},
|
|
||||||
slides: [
|
slides: [
|
||||||
// User
|
erpnext.wiz.welcome.slide,
|
||||||
{
|
erpnext.wiz.region.slide,
|
||||||
title: __("Select Your Language"),
|
erpnext.wiz.user.slide,
|
||||||
icon: "icon-globe",
|
erpnext.wiz.org.slide,
|
||||||
fields: [
|
erpnext.wiz.branding.slide,
|
||||||
{
|
erpnext.wiz.taxes.slide,
|
||||||
"fieldname": "language", "label": __("Language"), "fieldtype": "Select",
|
erpnext.wiz.customers.slide,
|
||||||
reqd:1
|
erpnext.wiz.suppliers.slide,
|
||||||
},
|
erpnext.wiz.items.slide,
|
||||||
],
|
|
||||||
help: "",
|
|
||||||
onload: function(slide) {
|
|
||||||
var me = this;
|
|
||||||
var select = slide.get_field("language");
|
|
||||||
|
|
||||||
if (!this.language_list) {
|
|
||||||
frappe.call({
|
|
||||||
method: "erpnext.setup.page.setup_wizard.setup_wizard.load_languages",
|
|
||||||
callback: function(r) {
|
|
||||||
me.language_list = r.message;
|
|
||||||
select.df.options = me.language_list;
|
|
||||||
select.set_input("english");
|
|
||||||
}
|
|
||||||
})
|
|
||||||
} else {
|
|
||||||
select.df.options = this.language_list;
|
|
||||||
select.refresh();
|
|
||||||
}
|
|
||||||
|
|
||||||
slide.get_input("language").on("change", function() {
|
|
||||||
var lang = $(this).val() || "english";
|
|
||||||
frappe._messages = {};
|
|
||||||
frappe.call({
|
|
||||||
method: "erpnext.setup.page.setup_wizard.setup_wizard.load_messages",
|
|
||||||
args: {
|
|
||||||
language: lang
|
|
||||||
},
|
|
||||||
callback: function(r) {
|
|
||||||
// re-render all slides
|
|
||||||
$.each(slide.wiz.slide_dict, function(key, s) {
|
|
||||||
s.make();
|
|
||||||
});
|
|
||||||
|
|
||||||
// select is re-made after language change
|
|
||||||
var select = slide.get_field("language");
|
|
||||||
select.set_input(lang);
|
|
||||||
}
|
|
||||||
})
|
|
||||||
});
|
|
||||||
}
|
|
||||||
},
|
|
||||||
|
|
||||||
{
|
|
||||||
title: __("The First User: You"),
|
|
||||||
icon: "icon-user",
|
|
||||||
fields: [
|
|
||||||
{"fieldname": "first_name", "label": __("First Name"), "fieldtype": "Data",
|
|
||||||
reqd:1},
|
|
||||||
{"fieldname": "last_name", "label": __("Last Name"), "fieldtype": "Data",
|
|
||||||
reqd:1},
|
|
||||||
{"fieldname": "email", "label": __("Email Id"), "fieldtype": "Data",
|
|
||||||
reqd:1, "description": __("Your Login Id"), "options":"Email"},
|
|
||||||
{"fieldname": "password", "label": __("Password"), "fieldtype": "Password",
|
|
||||||
reqd:1},
|
|
||||||
{fieldtype:"Attach Image", fieldname:"attach_user",
|
|
||||||
label: __("Attach Your Picture")},
|
|
||||||
],
|
|
||||||
help: __('The first user will become the System Manager (you can change that later).'),
|
|
||||||
onload: function(slide) {
|
|
||||||
if(user!=="Administrator") {
|
|
||||||
slide.form.fields_dict.password.$wrapper.toggle(false);
|
|
||||||
slide.form.fields_dict.email.$wrapper.toggle(false);
|
|
||||||
slide.form.fields_dict.first_name.set_input(frappe.boot.user.first_name);
|
|
||||||
slide.form.fields_dict.last_name.set_input(frappe.boot.user.last_name);
|
|
||||||
|
|
||||||
var user_image = frappe.get_cookie("user_image");
|
|
||||||
if(user_image) {
|
|
||||||
var $attach_user = slide.form.fields_dict.attach_user.$wrapper;
|
|
||||||
$attach_user.find(".missing-image").toggle(false);
|
|
||||||
$attach_user.find("img").attr("src", user_image).toggle(true);
|
|
||||||
}
|
|
||||||
|
|
||||||
delete slide.form.fields_dict.email;
|
|
||||||
delete slide.form.fields_dict.password;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
},
|
|
||||||
|
|
||||||
// Country
|
|
||||||
{
|
|
||||||
title: __("Country, Timezone and Currency"),
|
|
||||||
icon: "icon-flag",
|
|
||||||
fields: [
|
|
||||||
{fieldname:'country', label: __('Country'), reqd:1,
|
|
||||||
options: "", fieldtype: 'Select'},
|
|
||||||
{fieldname:'currency', label: __('Default Currency'), reqd:1,
|
|
||||||
options: "", fieldtype: 'Select'},
|
|
||||||
{fieldname:'timezone', label: __('Time Zone'), reqd:1,
|
|
||||||
options: "", fieldtype: 'Select'},
|
|
||||||
{fieldname:'chart_of_accounts', label: __('Chart of Accounts'),
|
|
||||||
options: "", fieldtype: 'Select'}
|
|
||||||
],
|
|
||||||
help: __('Select your home country and check the timezone and currency.'),
|
|
||||||
onload: function(slide, form) {
|
|
||||||
frappe.call({
|
|
||||||
method:"frappe.geo.country_info.get_country_timezone_info",
|
|
||||||
callback: function(data) {
|
|
||||||
frappe.country_info = data.message.country_info;
|
|
||||||
frappe.all_timezones = data.message.all_timezones;
|
|
||||||
slide.get_input("country").empty()
|
|
||||||
.add_options([""].concat(keys(frappe.country_info).sort()));
|
|
||||||
slide.get_input("currency").empty()
|
|
||||||
.add_options(frappe.utils.unique([""].concat($.map(frappe.country_info,
|
|
||||||
function(opts, country) { return opts.currency; }))).sort());
|
|
||||||
slide.get_input("timezone").empty()
|
|
||||||
.add_options([""].concat(frappe.all_timezones));
|
|
||||||
}
|
|
||||||
})
|
|
||||||
|
|
||||||
slide.get_input("country").on("change", function() {
|
|
||||||
var country = slide.get_input("country").val();
|
|
||||||
var $timezone = slide.get_input("timezone");
|
|
||||||
$timezone.empty();
|
|
||||||
// add country specific timezones first
|
|
||||||
if(country){
|
|
||||||
var timezone_list = frappe.country_info[country].timezones || [];
|
|
||||||
$timezone.add_options(timezone_list.sort());
|
|
||||||
slide.get_field("currency").set_input(frappe.country_info[country].currency);
|
|
||||||
}
|
|
||||||
// add all timezones at the end, so that user has the option to change it to any timezone
|
|
||||||
$timezone.add_options([""].concat(frappe.all_timezones));
|
|
||||||
|
|
||||||
slide.get_field("timezone").set_input($timezone.val());
|
|
||||||
|
|
||||||
// temporarily set date format
|
|
||||||
frappe.boot.sysdefaults.date_format = (frappe.country_info[country].date_format
|
|
||||||
|| "dd-mm-yyyy");
|
|
||||||
|
|
||||||
// get country specific chart of accounts
|
|
||||||
frappe.call({
|
|
||||||
method: "erpnext.accounts.doctype.account.chart_of_accounts.chart_of_accounts.get_charts_for_country",
|
|
||||||
args: {"country": country},
|
|
||||||
callback: function(r) {
|
|
||||||
if(r.message)
|
|
||||||
slide.get_input("chart_of_accounts").empty()
|
|
||||||
.add_options([""].concat(r.message));
|
|
||||||
}
|
|
||||||
})
|
|
||||||
});
|
|
||||||
}
|
|
||||||
},
|
|
||||||
|
|
||||||
// Organization
|
|
||||||
{
|
|
||||||
title: __("The Organization"),
|
|
||||||
icon: "icon-building",
|
|
||||||
fields: [
|
|
||||||
{fieldname:'company_name', label: __('Company Name'), fieldtype:'Data', reqd:1,
|
|
||||||
placeholder: __('e.g. "My Company LLC"')},
|
|
||||||
{fieldname:'company_abbr', label: __('Company Abbreviation'), fieldtype:'Data',
|
|
||||||
description: __('Max 5 characters'), placeholder: __('e.g. "MC"'), reqd:1},
|
|
||||||
{fieldname:'bank_account', label: __('Bank Account'), fieldtype:'Data',
|
|
||||||
placeholder: __('e.g. "XYZ National Bank"'), reqd:1 },
|
|
||||||
{fieldname:'fy_start_date', label:__('Financial Year Start Date'), fieldtype:'Date',
|
|
||||||
description: __('Your financial year begins on'), reqd:1},
|
|
||||||
{fieldname:'fy_end_date', label:__('Financial Year End Date'), fieldtype:'Date',
|
|
||||||
description: __('Your financial year ends on'), reqd:1},
|
|
||||||
{fieldname:'company_tagline', label: __('What does it do?'), fieldtype:'Data',
|
|
||||||
placeholder:__('e.g. "Build tools for builders"'), reqd:1},
|
|
||||||
],
|
|
||||||
help: __('The name of your company for which you are setting up this system.'),
|
|
||||||
onload: function(slide) {
|
|
||||||
slide.get_input("company_name").on("change", function() {
|
|
||||||
var parts = slide.get_input("company_name").val().split(" ");
|
|
||||||
var abbr = $.map(parts, function(p) { return p ? p.substr(0,1) : null }).join("");
|
|
||||||
slide.get_field("company_abbr").set_input(abbr.slice(0, 5).toUpperCase());
|
|
||||||
}).val(frappe.boot.sysdefaults.company_name || "").trigger("change");
|
|
||||||
|
|
||||||
slide.get_input("company_abbr").on("change", function() {
|
|
||||||
if(slide.get_input("company_abbr").val().length > 5) {
|
|
||||||
msgprint("Company Abbreviation cannot have more than 5 characters");
|
|
||||||
slide.get_field("company_abbr").set_input("");
|
|
||||||
}
|
|
||||||
});
|
|
||||||
|
|
||||||
slide.get_input("fy_start_date").on("change", function() {
|
|
||||||
var year_end_date =
|
|
||||||
frappe.datetime.add_days(frappe.datetime.add_months(
|
|
||||||
frappe.datetime.user_to_obj(slide.get_input("fy_start_date").val()), 12), -1);
|
|
||||||
slide.get_field("fy_end_date").set_input(year_end_date);
|
|
||||||
|
|
||||||
});
|
|
||||||
}
|
|
||||||
},
|
|
||||||
|
|
||||||
// Logo
|
|
||||||
{
|
|
||||||
icon: "icon-bookmark",
|
|
||||||
title: __("Logo and Letter Heads"),
|
|
||||||
help: __('Upload your letter head and logo - you can edit them later.'),
|
|
||||||
fields: [
|
|
||||||
{fieldtype:"Attach Image", fieldname:"attach_letterhead",
|
|
||||||
label: __("Attach Letterhead"),
|
|
||||||
description: __("Keep it web friendly 900px (w) by 100px (h)")
|
|
||||||
},
|
|
||||||
{fieldtype:"Attach Image", fieldname:"attach_logo",
|
|
||||||
label:__("Attach Logo"),
|
|
||||||
description: __("100px by 100px")},
|
|
||||||
],
|
|
||||||
},
|
|
||||||
|
|
||||||
// Taxes
|
|
||||||
{
|
|
||||||
icon: "icon-money",
|
|
||||||
"title": __("Add Taxes"),
|
|
||||||
"help": __("List your tax heads (e.g. VAT, Excise; they should have unique names) and their standard rates. This will create a standard template, which you can edit and add more later."),
|
|
||||||
"fields": [],
|
|
||||||
before_load: function(slide) {
|
|
||||||
slide.fields = [];
|
|
||||||
for(var i=1; i<4; i++) {
|
|
||||||
slide.fields = slide.fields.concat([
|
|
||||||
{fieldtype:"Data", fieldname:"tax_"+ i, label:__("Tax") + " " + i,
|
|
||||||
placeholder:__("e.g. VAT") + " " + i},
|
|
||||||
{fieldtype:"Column Break"},
|
|
||||||
{fieldtype:"Float", fieldname:"tax_rate_" + i, label:__("Rate (%)"), placeholder:__("e.g. 5")},
|
|
||||||
{fieldtype:"Section Break"},
|
|
||||||
]);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
},
|
|
||||||
|
|
||||||
// Customers
|
|
||||||
{
|
|
||||||
icon: "icon-group",
|
|
||||||
"title": __("Your Customers"),
|
|
||||||
"help": __("List a few of your customers. They could be organizations or individuals."),
|
|
||||||
"fields": [],
|
|
||||||
before_load: function(slide) {
|
|
||||||
slide.fields = [];
|
|
||||||
for(var i=1; i<6; i++) {
|
|
||||||
slide.fields = slide.fields.concat([
|
|
||||||
{fieldtype:"Data", fieldname:"customer_" + i, label:__("Customer") + " " + i,
|
|
||||||
placeholder:__("Customer Name")},
|
|
||||||
{fieldtype:"Column Break"},
|
|
||||||
{fieldtype:"Data", fieldname:"customer_contact_" + i,
|
|
||||||
label:__("Contact Name") + " " + i, placeholder:__("Contact Name")},
|
|
||||||
{fieldtype:"Section Break"}
|
|
||||||
])
|
|
||||||
}
|
|
||||||
}
|
|
||||||
},
|
|
||||||
|
|
||||||
// Suppliers
|
|
||||||
{
|
|
||||||
icon: "icon-group",
|
|
||||||
"title": __("Your Suppliers"),
|
|
||||||
"help": __("List a few of your suppliers. They could be organizations or individuals."),
|
|
||||||
"fields": [],
|
|
||||||
before_load: function(slide) {
|
|
||||||
slide.fields = [];
|
|
||||||
for(var i=1; i<6; i++) {
|
|
||||||
slide.fields = slide.fields.concat([
|
|
||||||
{fieldtype:"Data", fieldname:"supplier_" + i, label:__("Supplier")+" " + i,
|
|
||||||
placeholder:__("Supplier Name")},
|
|
||||||
{fieldtype:"Column Break"},
|
|
||||||
{fieldtype:"Data", fieldname:"supplier_contact_" + i,
|
|
||||||
label:__("Contact Name") + " " + i, placeholder:__("Contact Name")},
|
|
||||||
{fieldtype:"Section Break"}
|
|
||||||
])
|
|
||||||
}
|
|
||||||
}
|
|
||||||
},
|
|
||||||
|
|
||||||
// Items to Sell
|
|
||||||
{
|
|
||||||
icon: "icon-barcode",
|
|
||||||
"title": __("Your Products or Services"),
|
|
||||||
"help": __("List your products or services that you buy or sell. Make sure to check the Item Group, Unit of Measure and other properties when you start."),
|
|
||||||
"fields": [],
|
|
||||||
before_load: function(slide) {
|
|
||||||
slide.fields = [];
|
|
||||||
for(var i=1; i<6; i++) {
|
|
||||||
slide.fields = slide.fields.concat([
|
|
||||||
{fieldtype:"Section Break", show_section_border: true},
|
|
||||||
{fieldtype:"Data", fieldname:"item_" + i, label:__("Item") + " " + i,
|
|
||||||
placeholder:__("A Product or Service")},
|
|
||||||
{fieldtype: "Check", fieldname: "is_sales_item_" + i, label:__("We sell this Item")},
|
|
||||||
{fieldtype: "Check", fieldname: "is_purchase_item_" + i, label:__("We buy this Item")},
|
|
||||||
{fieldtype:"Column Break"},
|
|
||||||
{fieldtype:"Select", label:__("Group"), fieldname:"item_group_" + i,
|
|
||||||
options:[__("Products"), __("Services"),
|
|
||||||
__("Raw Material"), __("Consumable"), __("Sub Assemblies")]},
|
|
||||||
{fieldtype:"Select", fieldname:"item_uom_" + i, label:__("UOM"),
|
|
||||||
options:[__("Unit"), __("Nos"), __("Box"), __("Pair"), __("Kg"), __("Set"),
|
|
||||||
__("Hour"), __("Minute")]},
|
|
||||||
{fieldtype:"Attach", fieldname:"item_img_" + i, label:__("Attach Image")},
|
|
||||||
])
|
|
||||||
}
|
|
||||||
}
|
|
||||||
},
|
|
||||||
]
|
]
|
||||||
}
|
}
|
||||||
|
|
||||||
|
|
||||||
erpnext.wiz = new frappe.wiz.Wizard(wizard_settings)
|
erpnext.wiz.wizard = new erpnext.wiz.Wizard(wizard_settings)
|
||||||
}
|
}
|
||||||
|
|
||||||
frappe.pages['setup-wizard'].on_page_show = function(wrapper) {
|
frappe.pages['setup-wizard'].on_page_show = function(wrapper) {
|
||||||
if(frappe.get_route()[1])
|
if(frappe.get_route()[1]) {
|
||||||
erpnext.wiz.show(frappe.get_route()[1]);
|
erpnext.wiz.wizard.show(frappe.get_route()[1]);
|
||||||
|
}
|
||||||
|
|
||||||
}
|
}
|
||||||
|
|
||||||
frappe.provide("frappe.wiz");
|
erpnext.wiz.Wizard = Class.extend({
|
||||||
|
|
||||||
frappe.wiz.Wizard = Class.extend({
|
|
||||||
init: function(opts) {
|
init: function(opts) {
|
||||||
$.extend(this, opts);
|
$.extend(this, opts);
|
||||||
this.make();
|
this.make();
|
||||||
@@ -398,7 +76,7 @@ frappe.wiz.Wizard = Class.extend({
|
|||||||
if(this.current_slide && this.current_slide.id===id)
|
if(this.current_slide && this.current_slide.id===id)
|
||||||
return;
|
return;
|
||||||
if(!this.slide_dict[id]) {
|
if(!this.slide_dict[id]) {
|
||||||
this.slide_dict[id] = new frappe.wiz.WizardSlide($.extend(this.slides[id], {wiz:this, id:id}));
|
this.slide_dict[id] = new erpnext.wiz.WizardSlide($.extend(this.slides[id], {wiz:this, id:id}));
|
||||||
this.slide_dict[id].make();
|
this.slide_dict[id].make();
|
||||||
}
|
}
|
||||||
|
|
||||||
@@ -422,7 +100,7 @@ frappe.wiz.Wizard = Class.extend({
|
|||||||
}
|
}
|
||||||
});
|
});
|
||||||
|
|
||||||
frappe.wiz.WizardSlide = Class.extend({
|
erpnext.wiz.WizardSlide = Class.extend({
|
||||||
init: function(opts) {
|
init: function(opts) {
|
||||||
$.extend(this, opts);
|
$.extend(this, opts);
|
||||||
this.$wrapper = $("<div>")
|
this.$wrapper = $("<div>")
|
||||||
@@ -437,9 +115,15 @@ frappe.wiz.WizardSlide = Class.extend({
|
|||||||
this.before_load(this);
|
this.before_load(this);
|
||||||
}
|
}
|
||||||
|
|
||||||
this.$body = $(frappe.render_template("setup_wizard_page",
|
this.$body = $(frappe.render_template("setup_wizard_page", {
|
||||||
{help: __(this.help), title:__(this.title), main_title:__(this.wiz.title), step: this.id + 1 }))
|
help: __(this.help),
|
||||||
.appendTo(this.$wrapper);
|
title:__(this.title),
|
||||||
|
main_title:__(this.wiz.title),
|
||||||
|
step: this.id + 1,
|
||||||
|
name: this.name,
|
||||||
|
css_class: this.css_class || "",
|
||||||
|
slides_count: this.wiz.slides.length
|
||||||
|
})).appendTo(this.$wrapper);
|
||||||
|
|
||||||
this.body = this.$body.find(".form")[0];
|
this.body = this.$body.find(".form")[0];
|
||||||
|
|
||||||
@@ -494,4 +178,431 @@ frappe.wiz.WizardSlide = Class.extend({
|
|||||||
get_field: function(fn) {
|
get_field: function(fn) {
|
||||||
return this.form.get_field(fn);
|
return this.form.get_field(fn);
|
||||||
}
|
}
|
||||||
})
|
});
|
||||||
|
|
||||||
|
$.extend(erpnext.wiz, {
|
||||||
|
welcome: {
|
||||||
|
slide: {
|
||||||
|
name: "welcome",
|
||||||
|
title: __("Welcome to ERPNext"),
|
||||||
|
icon: "icon-world",
|
||||||
|
help: __("Let's prepare the system for first use."),
|
||||||
|
|
||||||
|
fields: [
|
||||||
|
{ fieldname: "language", label: __("Select Your Language"), reqd:1,
|
||||||
|
fieldtype: "Select" },
|
||||||
|
],
|
||||||
|
|
||||||
|
onload: function(slide) {
|
||||||
|
if (!erpnext.wiz.welcome.data) {
|
||||||
|
erpnext.wiz.welcome.load_languages(slide);
|
||||||
|
} else {
|
||||||
|
erpnext.wiz.welcome.setup_fields(slide);
|
||||||
|
}
|
||||||
|
},
|
||||||
|
|
||||||
|
css_class: "single-column"
|
||||||
|
},
|
||||||
|
|
||||||
|
load_languages: function(slide) {
|
||||||
|
frappe.call({
|
||||||
|
method: "erpnext.setup.page.setup_wizard.setup_wizard.load_languages",
|
||||||
|
callback: function(r) {
|
||||||
|
erpnext.wiz.welcome.data = r.message;
|
||||||
|
erpnext.wiz.welcome.setup_fields(slide);
|
||||||
|
|
||||||
|
slide.get_field("language")
|
||||||
|
.set_input(erpnext.wiz.welcome.data.default_language || "english");
|
||||||
|
}
|
||||||
|
});
|
||||||
|
},
|
||||||
|
|
||||||
|
setup_fields: function(slide) {
|
||||||
|
var select = slide.get_field("language");
|
||||||
|
select.df.options = erpnext.wiz.welcome.data.languages;
|
||||||
|
select.refresh();
|
||||||
|
erpnext.wiz.welcome.bind_events(slide);
|
||||||
|
},
|
||||||
|
|
||||||
|
bind_events: function(slide) {
|
||||||
|
slide.get_input("language").unbind("change").on("change", function() {
|
||||||
|
var lang = $(this).val() || "english";
|
||||||
|
frappe._messages = {};
|
||||||
|
frappe.call({
|
||||||
|
method: "erpnext.setup.page.setup_wizard.setup_wizard.load_messages",
|
||||||
|
args: {
|
||||||
|
language: lang
|
||||||
|
},
|
||||||
|
callback: function(r) {
|
||||||
|
// TODO save values!
|
||||||
|
|
||||||
|
// re-render all slides
|
||||||
|
$.each(slide.wiz.slide_dict, function(key, s) {
|
||||||
|
s.make();
|
||||||
|
});
|
||||||
|
|
||||||
|
// select is re-made after language change
|
||||||
|
var select = slide.get_field("language");
|
||||||
|
select.set_input(lang);
|
||||||
|
}
|
||||||
|
})
|
||||||
|
});
|
||||||
|
},
|
||||||
|
},
|
||||||
|
|
||||||
|
region: {
|
||||||
|
slide: {
|
||||||
|
title: __("Region"),
|
||||||
|
icon: "icon-flag",
|
||||||
|
help: __("Select your Country, Time Zone and Currency"),
|
||||||
|
fields: [
|
||||||
|
{ fieldname: "country", label: __("Country"), reqd:1,
|
||||||
|
fieldtype: "Select" },
|
||||||
|
{ fieldname: "timezone", label: __("Time Zone"), reqd:1,
|
||||||
|
fieldtype: "Select" },
|
||||||
|
{ fieldname: "currency", label: __("Currency"), reqd:1,
|
||||||
|
fieldtype: "Select" },
|
||||||
|
],
|
||||||
|
|
||||||
|
onload: function(slide) {
|
||||||
|
frappe.call({
|
||||||
|
method:"frappe.geo.country_info.get_country_timezone_info",
|
||||||
|
callback: function(data) {
|
||||||
|
erpnext.wiz.region.data = data.message;
|
||||||
|
erpnext.wiz.region.setup_fields(slide);
|
||||||
|
erpnext.wiz.region.bind_events(slide);
|
||||||
|
}
|
||||||
|
});
|
||||||
|
},
|
||||||
|
|
||||||
|
css_class: "single-column"
|
||||||
|
},
|
||||||
|
|
||||||
|
setup_fields: function(slide) {
|
||||||
|
var data = erpnext.wiz.region.data;
|
||||||
|
|
||||||
|
slide.get_input("country").empty()
|
||||||
|
.add_options([""].concat(keys(data.country_info).sort()));
|
||||||
|
|
||||||
|
slide.get_input("currency").empty()
|
||||||
|
.add_options(frappe.utils.unique([""].concat($.map(data.country_info,
|
||||||
|
function(opts, country) { return opts.currency; }))).sort());
|
||||||
|
|
||||||
|
slide.get_input("timezone").empty()
|
||||||
|
.add_options([""].concat(data.all_timezones));
|
||||||
|
|
||||||
|
if (data.default_country) {
|
||||||
|
slide.set_input("country", data.default_country);
|
||||||
|
}
|
||||||
|
},
|
||||||
|
|
||||||
|
bind_events: function(slide) {
|
||||||
|
slide.get_input("country").on("change", function() {
|
||||||
|
var country = slide.get_input("country").val();
|
||||||
|
var $timezone = slide.get_input("timezone");
|
||||||
|
var data = erpnext.wiz.region.data;
|
||||||
|
|
||||||
|
$timezone.empty();
|
||||||
|
|
||||||
|
// add country specific timezones first
|
||||||
|
if(country){
|
||||||
|
var timezone_list = data.country_info[country].timezones || [];
|
||||||
|
$timezone.add_options(timezone_list.sort());
|
||||||
|
slide.get_field("currency").set_input(data.country_info[country].currency);
|
||||||
|
}
|
||||||
|
|
||||||
|
// add all timezones at the end, so that user has the option to change it to any timezone
|
||||||
|
$timezone.add_options([""].concat(data.all_timezones));
|
||||||
|
|
||||||
|
slide.get_field("timezone").set_input($timezone.val());
|
||||||
|
|
||||||
|
// temporarily set date format
|
||||||
|
frappe.boot.sysdefaults.date_format = (data.country_info[country].date_format
|
||||||
|
|| "dd-mm-yyyy");
|
||||||
|
});
|
||||||
|
}
|
||||||
|
},
|
||||||
|
|
||||||
|
user: {
|
||||||
|
slide: {
|
||||||
|
title: __("The First User: You"),
|
||||||
|
icon: "icon-user",
|
||||||
|
fields: [
|
||||||
|
{"fieldname": "first_name", "label": __("First Name"), "fieldtype": "Data",
|
||||||
|
reqd:1},
|
||||||
|
{"fieldname": "last_name", "label": __("Last Name"), "fieldtype": "Data"},
|
||||||
|
{"fieldname": "email", "label": __("Email Address"), "fieldtype": "Data",
|
||||||
|
reqd:1, "description": __("You will use it to Login"), "options":"Email"},
|
||||||
|
{"fieldname": "password", "label": __("Password"), "fieldtype": "Password",
|
||||||
|
reqd:1},
|
||||||
|
{fieldtype:"Attach Image", fieldname:"attach_user",
|
||||||
|
label: __("Attach Your Picture")},
|
||||||
|
],
|
||||||
|
help: __('The first user will become the System Manager (you can change this later).'),
|
||||||
|
onload: function(slide) {
|
||||||
|
if(user!=="Administrator") {
|
||||||
|
slide.form.fields_dict.password.$wrapper.toggle(false);
|
||||||
|
slide.form.fields_dict.email.$wrapper.toggle(false);
|
||||||
|
slide.form.fields_dict.first_name.set_input(frappe.boot.user.first_name);
|
||||||
|
slide.form.fields_dict.last_name.set_input(frappe.boot.user.last_name);
|
||||||
|
|
||||||
|
var user_image = frappe.get_cookie("user_image");
|
||||||
|
if(user_image) {
|
||||||
|
var $attach_user = slide.form.fields_dict.attach_user.$wrapper;
|
||||||
|
$attach_user.find(".missing-image").toggle(false);
|
||||||
|
$attach_user.find("img").attr("src", user_image).toggle(true);
|
||||||
|
}
|
||||||
|
|
||||||
|
delete slide.form.fields_dict.email;
|
||||||
|
delete slide.form.fields_dict.password;
|
||||||
|
}
|
||||||
|
},
|
||||||
|
css_class: "single-column"
|
||||||
|
},
|
||||||
|
},
|
||||||
|
|
||||||
|
org: {
|
||||||
|
slide: {
|
||||||
|
title: __("The Organization"),
|
||||||
|
icon: "icon-building",
|
||||||
|
fields: [
|
||||||
|
{fieldname:'company_name', label: __('Company Name'), fieldtype:'Data', reqd:1,
|
||||||
|
placeholder: __('e.g. "My Company LLC"')},
|
||||||
|
{fieldname:'company_abbr', label: __('Company Abbreviation'), fieldtype:'Data',
|
||||||
|
description: __('Max 5 characters'), placeholder: __('e.g. "MC"'), reqd:1},
|
||||||
|
{fieldname:'company_tagline', label: __('What does it do?'), fieldtype:'Data',
|
||||||
|
placeholder:__('e.g. "Build tools for builders"'), reqd:1},
|
||||||
|
{fieldname:'bank_account', label: __('Bank Account'), fieldtype:'Data',
|
||||||
|
placeholder: __('e.g. "XYZ National Bank"'), reqd:1 },
|
||||||
|
{fieldname:'chart_of_accounts', label: __('Chart of Accounts'),
|
||||||
|
options: "", fieldtype: 'Select'},
|
||||||
|
|
||||||
|
// TODO remove this
|
||||||
|
{fieldtype: "Section Break"},
|
||||||
|
{fieldname:'fy_start_date', label:__('Financial Year Start Date'), fieldtype:'Date',
|
||||||
|
description: __('Your financial year begins on'), reqd:1},
|
||||||
|
{fieldname:'fy_end_date', label:__('Financial Year End Date'), fieldtype:'Date',
|
||||||
|
description: __('Your financial year ends on'), reqd:1},
|
||||||
|
|
||||||
|
],
|
||||||
|
help: __('The name of your company for which you are setting up this system.'),
|
||||||
|
|
||||||
|
onload: function(slide) {
|
||||||
|
erpnext.wiz.org.load_chart_of_accounts(slide);
|
||||||
|
erpnext.wiz.org.bind_events(slide);
|
||||||
|
},
|
||||||
|
|
||||||
|
css_class: "single-column"
|
||||||
|
},
|
||||||
|
|
||||||
|
load_chart_of_accounts: function(slide) {
|
||||||
|
var country = slide.wiz.get_values().country;
|
||||||
|
|
||||||
|
frappe.call({
|
||||||
|
method: "erpnext.accounts.doctype.account.chart_of_accounts.chart_of_accounts.get_charts_for_country",
|
||||||
|
args: {"country": country},
|
||||||
|
callback: function(r) {
|
||||||
|
if(r.message) {
|
||||||
|
slide.get_input("chart_of_accounts").empty()
|
||||||
|
.add_options(r.message);
|
||||||
|
|
||||||
|
if (r.message.length===1) {
|
||||||
|
var field = slide.get_field("chart_of_accounts");
|
||||||
|
field.set_value(r.message[0]);
|
||||||
|
field.df.hidden = 1;
|
||||||
|
field.refresh();
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
})
|
||||||
|
},
|
||||||
|
|
||||||
|
bind_events: function(slide) {
|
||||||
|
slide.get_input("company_name").on("change", function() {
|
||||||
|
var parts = slide.get_input("company_name").val().split(" ");
|
||||||
|
var abbr = $.map(parts, function(p) { return p ? p.substr(0,1) : null }).join("");
|
||||||
|
slide.get_field("company_abbr").set_input(abbr.slice(0, 5).toUpperCase());
|
||||||
|
}).val(frappe.boot.sysdefaults.company_name || "").trigger("change");
|
||||||
|
|
||||||
|
slide.get_input("company_abbr").on("change", function() {
|
||||||
|
if(slide.get_input("company_abbr").val().length > 5) {
|
||||||
|
msgprint("Company Abbreviation cannot have more than 5 characters");
|
||||||
|
slide.get_field("company_abbr").set_input("");
|
||||||
|
}
|
||||||
|
});
|
||||||
|
|
||||||
|
// TODO remove this
|
||||||
|
slide.get_input("fy_start_date").on("change", function() {
|
||||||
|
var year_end_date =
|
||||||
|
frappe.datetime.add_days(frappe.datetime.add_months(
|
||||||
|
frappe.datetime.user_to_obj(slide.get_input("fy_start_date").val()), 12), -1);
|
||||||
|
slide.get_input("fy_end_date").val(frappe.datetime.obj_to_user(year_end_date));
|
||||||
|
|
||||||
|
});
|
||||||
|
}
|
||||||
|
},
|
||||||
|
|
||||||
|
branding: {
|
||||||
|
slide: {
|
||||||
|
icon: "icon-bookmark",
|
||||||
|
title: __("The Brand"),
|
||||||
|
help: __('Upload your letter head and logo. (you can edit them later).'),
|
||||||
|
fields: [
|
||||||
|
{fieldtype:"Attach Image", fieldname:"attach_letterhead",
|
||||||
|
label: __("Attach Letterhead"),
|
||||||
|
description: __("Keep it web friendly 900px (w) by 100px (h)")
|
||||||
|
},
|
||||||
|
{fieldtype: "Column Break"},
|
||||||
|
{fieldtype:"Attach Image", fieldname:"attach_logo",
|
||||||
|
label:__("Attach Logo"),
|
||||||
|
description: __("100px by 100px")},
|
||||||
|
],
|
||||||
|
|
||||||
|
css_class: "two-column"
|
||||||
|
},
|
||||||
|
},
|
||||||
|
|
||||||
|
taxes: {
|
||||||
|
slide: {
|
||||||
|
icon: "icon-money",
|
||||||
|
"title": __("Add Taxes"),
|
||||||
|
"help": __("List your tax heads (e.g. VAT, Excise; they should have unique names) and their standard rates. This will create a standard template, which you can edit and add more later."),
|
||||||
|
"fields": [],
|
||||||
|
before_load: function(slide) {
|
||||||
|
slide.fields = [];
|
||||||
|
for(var i=1; i<4; i++) {
|
||||||
|
slide.fields = slide.fields.concat([
|
||||||
|
{fieldtype:"Section Break"},
|
||||||
|
{fieldtype:"Data", fieldname:"tax_"+ i, label:__("Tax") + " " + i,
|
||||||
|
placeholder:__("e.g. VAT") + " " + i},
|
||||||
|
{fieldtype:"Column Break"},
|
||||||
|
{fieldtype:"Float", fieldname:"tax_rate_" + i, label:__("Rate (%)"), placeholder:__("e.g. 5")},
|
||||||
|
]);
|
||||||
|
}
|
||||||
|
},
|
||||||
|
css_class: "two-column"
|
||||||
|
},
|
||||||
|
},
|
||||||
|
|
||||||
|
customers: {
|
||||||
|
slide: {
|
||||||
|
icon: "icon-group",
|
||||||
|
"title": __("Your Customers"),
|
||||||
|
"help": __("List a few of your customers. They could be organizations or individuals."),
|
||||||
|
"fields": [],
|
||||||
|
before_load: function(slide) {
|
||||||
|
slide.fields = [];
|
||||||
|
for(var i=1; i<6; i++) {
|
||||||
|
slide.fields = slide.fields.concat([
|
||||||
|
{fieldtype:"Section Break"},
|
||||||
|
{fieldtype:"Data", fieldname:"customer_" + i, label:__("Customer") + " " + i,
|
||||||
|
placeholder:__("Customer Name")},
|
||||||
|
{fieldtype:"Column Break"},
|
||||||
|
{fieldtype:"Data", fieldname:"customer_contact_" + i,
|
||||||
|
label:__("Contact Name") + " " + i, placeholder:__("Contact Name")}
|
||||||
|
])
|
||||||
|
}
|
||||||
|
},
|
||||||
|
css_class: "two-column"
|
||||||
|
},
|
||||||
|
},
|
||||||
|
|
||||||
|
suppliers: {
|
||||||
|
slide: {
|
||||||
|
icon: "icon-group",
|
||||||
|
"title": __("Your Suppliers"),
|
||||||
|
"help": __("List a few of your suppliers. They could be organizations or individuals."),
|
||||||
|
"fields": [],
|
||||||
|
before_load: function(slide) {
|
||||||
|
slide.fields = [];
|
||||||
|
for(var i=1; i<6; i++) {
|
||||||
|
slide.fields = slide.fields.concat([
|
||||||
|
{fieldtype:"Section Break"},
|
||||||
|
{fieldtype:"Data", fieldname:"supplier_" + i, label:__("Supplier")+" " + i,
|
||||||
|
placeholder:__("Supplier Name")},
|
||||||
|
{fieldtype:"Column Break"},
|
||||||
|
{fieldtype:"Data", fieldname:"supplier_contact_" + i,
|
||||||
|
label:__("Contact Name") + " " + i, placeholder:__("Contact Name")},
|
||||||
|
])
|
||||||
|
}
|
||||||
|
},
|
||||||
|
css_class: "two-column"
|
||||||
|
},
|
||||||
|
},
|
||||||
|
|
||||||
|
items: {
|
||||||
|
slide: {
|
||||||
|
icon: "icon-barcode",
|
||||||
|
"title": __("Your Products or Services"),
|
||||||
|
"help": __("List your products or services that you buy or sell. Make sure to check the Item Group, Unit of Measure and other properties when you start."),
|
||||||
|
"fields": [],
|
||||||
|
before_load: function(slide) {
|
||||||
|
slide.fields = [];
|
||||||
|
for(var i=1; i<6; i++) {
|
||||||
|
slide.fields = slide.fields.concat([
|
||||||
|
{fieldtype:"Section Break", show_section_border: true},
|
||||||
|
{fieldtype:"Data", fieldname:"item_" + i, label:__("Item") + " " + i,
|
||||||
|
placeholder:__("A Product or Service")},
|
||||||
|
{fieldtype:"Select", label:__("Group"), fieldname:"item_group_" + i,
|
||||||
|
options:[__("Products"), __("Services"),
|
||||||
|
__("Raw Material"), __("Consumable"), __("Sub Assemblies")]},
|
||||||
|
{fieldtype:"Select", fieldname:"item_uom_" + i, label:__("UOM"),
|
||||||
|
options:[__("Unit"), __("Nos"), __("Box"), __("Pair"), __("Kg"), __("Set"),
|
||||||
|
__("Hour"), __("Minute")]},
|
||||||
|
{fieldtype: "Check", fieldname: "is_sales_item_" + i, label:__("We sell this Item"), default: 1},
|
||||||
|
{fieldtype: "Check", fieldname: "is_purchase_item_" + i, label:__("We buy this Item")},
|
||||||
|
{fieldtype:"Column Break"},
|
||||||
|
{fieldtype:"Attach Image", fieldname:"item_img_" + i, label:__("Attach Image")},
|
||||||
|
])
|
||||||
|
}
|
||||||
|
},
|
||||||
|
css_class: "two-column"
|
||||||
|
},
|
||||||
|
},
|
||||||
|
|
||||||
|
working_html: function() {
|
||||||
|
return frappe.render_template("setup_wizard_message", {
|
||||||
|
image: "/assets/frappe/images/ui/bubble-tea-smile.svg",
|
||||||
|
title: __("Setting Up"),
|
||||||
|
message: __('Sit tight while your system is being setup. This may take a few moments.')
|
||||||
|
});
|
||||||
|
},
|
||||||
|
|
||||||
|
complete_html: function() {
|
||||||
|
return frappe.render_template("setup_wizard_message", {
|
||||||
|
image: "/assets/frappe/images/ui/bubble-tea-happy.svg",
|
||||||
|
title: __('Setup Complete'),
|
||||||
|
message: __('Your setup is complete. Refreshing.') + ".."
|
||||||
|
});
|
||||||
|
},
|
||||||
|
|
||||||
|
setup_account: function(wiz) {
|
||||||
|
var values = wiz.get_values();
|
||||||
|
wiz.show_working();
|
||||||
|
return frappe.call({
|
||||||
|
method: "erpnext.setup.page.setup_wizard.setup_wizard.setup_account",
|
||||||
|
args: values,
|
||||||
|
callback: function(r) {
|
||||||
|
wiz.show_complete();
|
||||||
|
setTimeout(function() {
|
||||||
|
if(user==="Administrator") {
|
||||||
|
msgprint(__("Login with your new User ID") + ": " + values.email);
|
||||||
|
setTimeout(function() {
|
||||||
|
frappe.app.logout();
|
||||||
|
}, 2000);
|
||||||
|
} else {
|
||||||
|
window.location = "/desk";
|
||||||
|
}
|
||||||
|
}, 2000);
|
||||||
|
},
|
||||||
|
error: function(r) {
|
||||||
|
|
||||||
|
var d = msgprint(__("There were errors."));
|
||||||
|
d.custom_onhide = function() {
|
||||||
|
frappe.set_route(erpnext.wiz.page_name, "0");
|
||||||
|
};
|
||||||
|
}
|
||||||
|
});
|
||||||
|
},
|
||||||
|
});
|
||||||
|
|
||||||
|
|||||||
@@ -7,7 +7,8 @@ import frappe, json
|
|||||||
from frappe.utils import cstr, flt, getdate
|
from frappe.utils import cstr, flt, getdate
|
||||||
from frappe import _
|
from frappe import _
|
||||||
from frappe.utils.file_manager import save_file
|
from frappe.utils.file_manager import save_file
|
||||||
from frappe.translate import set_default_language, get_dict, get_lang_dict, send_translations
|
from frappe.translate import (set_default_language, get_dict,
|
||||||
|
get_lang_dict, send_translations, get_language_from_code)
|
||||||
from frappe.geo.country_info import get_country_info
|
from frappe.geo.country_info import get_country_info
|
||||||
from frappe.utils.nestedset import get_root_of
|
from frappe.utils.nestedset import get_root_of
|
||||||
from default_website import website_maker
|
from default_website import website_maker
|
||||||
@@ -443,4 +444,9 @@ def load_messages(language):
|
|||||||
|
|
||||||
@frappe.whitelist()
|
@frappe.whitelist()
|
||||||
def load_languages():
|
def load_languages():
|
||||||
return sorted(get_lang_dict().keys())
|
from frappe.sessions import get_geo_from_ip
|
||||||
|
|
||||||
|
return {
|
||||||
|
"default_language": get_language_from_code(frappe.local.lang),
|
||||||
|
"languages": sorted(get_lang_dict().keys())
|
||||||
|
}
|
||||||
|
|||||||
@@ -0,0 +1,7 @@
|
|||||||
|
<div class="container setup-wizard-slide">
|
||||||
|
<img class="img-responsive setup-wizard-message-image" src="{%= image %}">
|
||||||
|
|
||||||
|
<p class="text-center lead">{%= title %}</p>
|
||||||
|
|
||||||
|
<p class="text-center">{%= message %}</p>
|
||||||
|
</div>
|
||||||
@@ -1,19 +1,21 @@
|
|||||||
<div>
|
<div class="container setup-wizard-slide {%= css_class %}" data-slide-name="{%= name %}">
|
||||||
<h3>{%= title %}</h3>
|
<div class="text-center setup-wizard-progress text-extra-muted">
|
||||||
<hr>
|
{% for (var i=0; i < slides_count; i++) { %}
|
||||||
|
<i class="icon-fixed-width {% if (i+1==step) { %} icon-circle {% } else { %} icon-circle-blank {% } %}"></i>
|
||||||
|
{% } %}
|
||||||
|
</div>
|
||||||
|
<p class="text-center lead">{%= title %}</p>
|
||||||
<div class="row">
|
<div class="row">
|
||||||
<div class="col-sm-12">
|
<div class="col-sm-12">
|
||||||
<p class="text-muted">{%= help %}</p><br>
|
{% if (help) { %} <p class="text-center">{%= help %}</p> {% } %}
|
||||||
<div class="form"></div>
|
<div class="form"></div>
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
<br>
|
<div class="footer text-center">
|
||||||
<div class="footer">
|
|
||||||
<div>
|
<div>
|
||||||
<a class="prev-btn hide btn btn-default btn-sm">{%= __("Previous") %}</a>
|
<a class="prev-btn hide grey small">{%= __("Previous") %}</a>
|
||||||
<a class="next-btn hide btn btn-primary btn-sm">{%= __("Next") %}</a>
|
<a class="next-btn hide btn btn-primary btn-sm">{%= __("Next") %}</a>
|
||||||
<a class="complete-btn hide btn btn-primary btn-sm"><b>{%= __("Complete Setup") %}</b></a>
|
<a class="complete-btn hide btn btn-primary btn-sm"><b>{%= __("Complete Setup") %}</b></a>
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
<br><br>
|
|
||||||
</div>
|
</div>
|
||||||
|
|||||||
@@ -8,7 +8,7 @@ def get_notification_config():
|
|||||||
return { "for_doctype":
|
return { "for_doctype":
|
||||||
{
|
{
|
||||||
"Issue": {"status":"Open"},
|
"Issue": {"status":"Open"},
|
||||||
"Customer Issue": {"status":"Open"},
|
"Warranty Claim": {"status":"Open"},
|
||||||
"Task": {"status":"Open"},
|
"Task": {"status":"Open"},
|
||||||
"Lead": {"status":"Open"},
|
"Lead": {"status":"Open"},
|
||||||
"Contact": {"status":"Open"},
|
"Contact": {"status":"Open"},
|
||||||
|
|||||||
@@ -135,7 +135,7 @@ class PurchaseReceipt(BuyingController):
|
|||||||
pr_qty = flt(d.qty) * flt(d.conversion_factor)
|
pr_qty = flt(d.qty) * flt(d.conversion_factor)
|
||||||
|
|
||||||
if pr_qty:
|
if pr_qty:
|
||||||
val_rate_db_precision = 6 if cint(self.precision("valuation_rate")) <= 6 else 9
|
val_rate_db_precision = 6 if cint(self.precision("valuation_rate", d)) <= 6 else 9
|
||||||
sl_entries.append(self.get_sl_entries(d, {
|
sl_entries.append(self.get_sl_entries(d, {
|
||||||
"actual_qty": flt(pr_qty),
|
"actual_qty": flt(pr_qty),
|
||||||
"serial_no": cstr(d.serial_no).strip(),
|
"serial_no": cstr(d.serial_no).strip(),
|
||||||
|
|||||||
@@ -1 +0,0 @@
|
|||||||
Issue raised by Customer, can be tagged against Invoice, Serial Number to verify warranty, service contract.
|
|
||||||
@@ -1 +0,0 @@
|
|||||||
from __future__ import unicode_literals
|
|
||||||
@@ -1,6 +0,0 @@
|
|||||||
[
|
|
||||||
{
|
|
||||||
"doctype": "Customer Issue",
|
|
||||||
"name": "_Test Customer Issue 1"
|
|
||||||
}
|
|
||||||
]
|
|
||||||
@@ -27,11 +27,11 @@ erpnext.support.MaintenanceVisit = frappe.ui.form.Controller.extend({
|
|||||||
}
|
}
|
||||||
})
|
})
|
||||||
}, "icon-download", "btn-default");
|
}, "icon-download", "btn-default");
|
||||||
cur_frm.add_custom_button(__('From Customer Issue'),
|
cur_frm.add_custom_button(__('From Warranty Claim'),
|
||||||
function() {
|
function() {
|
||||||
frappe.model.map_current_doc({
|
frappe.model.map_current_doc({
|
||||||
method: "erpnext.support.doctype.customer_issue.customer_issue.make_maintenance_visit",
|
method: "erpnext.support.doctype.customer_issue.customer_issue.make_maintenance_visit",
|
||||||
source_doctype: "Customer Issue",
|
source_doctype: "Warranty Claim",
|
||||||
get_query_filters: {
|
get_query_filters: {
|
||||||
status: ["in", "Open, Work in Progress"],
|
status: ["in", "Open, Work in Progress"],
|
||||||
customer: cur_frm.doc.customer || undefined,
|
customer: cur_frm.doc.customer || undefined,
|
||||||
|
|||||||
@@ -24,7 +24,7 @@ class MaintenanceVisit(TransactionBase):
|
|||||||
|
|
||||||
def update_customer_issue(self, flag):
|
def update_customer_issue(self, flag):
|
||||||
for d in self.get('purposes'):
|
for d in self.get('purposes'):
|
||||||
if d.prevdoc_docname and d.prevdoc_doctype == 'Customer Issue' :
|
if d.prevdoc_docname and d.prevdoc_doctype == 'Warranty Claim' :
|
||||||
if flag==1:
|
if flag==1:
|
||||||
mntc_date = self.mntc_date
|
mntc_date = self.mntc_date
|
||||||
service_person = d.service_person
|
service_person = d.service_person
|
||||||
@@ -48,11 +48,11 @@ class MaintenanceVisit(TransactionBase):
|
|||||||
service_person = ''
|
service_person = ''
|
||||||
work_done = ''
|
work_done = ''
|
||||||
|
|
||||||
frappe.db.sql("update `tabCustomer Issue` set resolution_date=%s, resolved_by=%s, resolution_details=%s, status=%s where name =%s",(mntc_date,service_person,work_done,status,d.prevdoc_docname))
|
frappe.db.sql("update `tabWarranty Claim` set resolution_date=%s, resolved_by=%s, resolution_details=%s, status=%s where name =%s",(mntc_date,service_person,work_done,status,d.prevdoc_docname))
|
||||||
|
|
||||||
|
|
||||||
def check_if_last_visit(self):
|
def check_if_last_visit(self):
|
||||||
"""check if last maintenance visit against same sales order/ customer issue"""
|
"""check if last maintenance visit against same sales order/ Warranty Claim"""
|
||||||
check_for_docname = None
|
check_for_docname = None
|
||||||
for d in self.get('purposes'):
|
for d in self.get('purposes'):
|
||||||
if d.prevdoc_docname:
|
if d.prevdoc_docname:
|
||||||
|
|||||||
0
erpnext/support/doctype/warranty_claim/__init__.py
Normal file
0
erpnext/support/doctype/warranty_claim/__init__.py
Normal file
6
erpnext/support/doctype/warranty_claim/test_records.json
Normal file
6
erpnext/support/doctype/warranty_claim/test_records.json
Normal file
@@ -0,0 +1,6 @@
|
|||||||
|
[
|
||||||
|
{
|
||||||
|
"doctype": "Warranty Claim",
|
||||||
|
"name": "_Test Warranty Claim 1"
|
||||||
|
}
|
||||||
|
]
|
||||||
@@ -4,7 +4,7 @@
|
|||||||
import frappe
|
import frappe
|
||||||
import unittest
|
import unittest
|
||||||
|
|
||||||
test_records = frappe.get_test_records('Customer Issue')
|
test_records = frappe.get_test_records('Warranty Claim')
|
||||||
|
|
||||||
class TestCustomerIssue(unittest.TestCase):
|
class TestWarrantyClaim(unittest.TestCase):
|
||||||
pass
|
pass
|
||||||
@@ -4,14 +4,14 @@
|
|||||||
frappe.provide("erpnext.support");
|
frappe.provide("erpnext.support");
|
||||||
frappe.require("assets/erpnext/js/utils.js");
|
frappe.require("assets/erpnext/js/utils.js");
|
||||||
|
|
||||||
frappe.ui.form.on_change("Customer Issue", "customer", function(frm) {
|
frappe.ui.form.on_change("Warranty Claim", "customer", function(frm) {
|
||||||
erpnext.utils.get_party_details(frm) });
|
erpnext.utils.get_party_details(frm) });
|
||||||
frappe.ui.form.on_change("Customer Issue", "customer_address",
|
frappe.ui.form.on_change("Warranty Claim", "customer_address",
|
||||||
erpnext.utils.get_address_display);
|
erpnext.utils.get_address_display);
|
||||||
frappe.ui.form.on_change("Customer Issue", "contact_person",
|
frappe.ui.form.on_change("Warranty Claim", "contact_person",
|
||||||
erpnext.utils.get_contact_details);
|
erpnext.utils.get_contact_details);
|
||||||
|
|
||||||
erpnext.support.CustomerIssue = frappe.ui.form.Controller.extend({
|
erpnext.support.WarrantyClaim = frappe.ui.form.Controller.extend({
|
||||||
refresh: function() {
|
refresh: function() {
|
||||||
if((cur_frm.doc.status=='Open' || cur_frm.doc.status == 'Work In Progress')) {
|
if((cur_frm.doc.status=='Open' || cur_frm.doc.status == 'Work In Progress')) {
|
||||||
cur_frm.add_custom_button(__('Make Maintenance Visit'),
|
cur_frm.add_custom_button(__('Make Maintenance Visit'),
|
||||||
@@ -27,7 +27,7 @@ erpnext.support.CustomerIssue = frappe.ui.form.Controller.extend({
|
|||||||
}
|
}
|
||||||
});
|
});
|
||||||
|
|
||||||
$.extend(cur_frm.cscript, new erpnext.support.CustomerIssue({frm: cur_frm}));
|
$.extend(cur_frm.cscript, new erpnext.support.WarrantyClaim({frm: cur_frm}));
|
||||||
|
|
||||||
cur_frm.cscript.onload = function(doc,cdt,cdn){
|
cur_frm.cscript.onload = function(doc,cdt,cdn){
|
||||||
if(!doc.status)
|
if(!doc.status)
|
||||||
@@ -387,7 +387,7 @@
|
|||||||
"no_copy": 1,
|
"no_copy": 1,
|
||||||
"oldfieldname": "amended_from",
|
"oldfieldname": "amended_from",
|
||||||
"oldfieldtype": "Data",
|
"oldfieldtype": "Data",
|
||||||
"options": "Customer Issue",
|
"options": "Warranty Claim",
|
||||||
"permlevel": 0,
|
"permlevel": 0,
|
||||||
"print_hide": 1,
|
"print_hide": 1,
|
||||||
"width": "150px"
|
"width": "150px"
|
||||||
@@ -396,10 +396,10 @@
|
|||||||
"icon": "icon-bug",
|
"icon": "icon-bug",
|
||||||
"idx": 1,
|
"idx": 1,
|
||||||
"is_submittable": 0,
|
"is_submittable": 0,
|
||||||
"modified": "2015-02-05 05:11:36.857779",
|
"modified": "2015-02-17 00:12:52.430072",
|
||||||
"modified_by": "Administrator",
|
"modified_by": "Administrator",
|
||||||
"module": "Support",
|
"module": "Support",
|
||||||
"name": "Customer Issue",
|
"name": "Warranty Claim",
|
||||||
"owner": "harshada@webnotestech.com",
|
"owner": "harshada@webnotestech.com",
|
||||||
"permissions": [
|
"permissions": [
|
||||||
{
|
{
|
||||||
@@ -11,7 +11,7 @@ from frappe.utils import today
|
|||||||
|
|
||||||
from erpnext.utilities.transaction_base import TransactionBase
|
from erpnext.utilities.transaction_base import TransactionBase
|
||||||
|
|
||||||
class CustomerIssue(TransactionBase):
|
class WarrantyClaim(TransactionBase):
|
||||||
def get_feed(self):
|
def get_feed(self):
|
||||||
return _("{0}: From {1}").format(self.status, self.customer_name)
|
return _("{0}: From {1}").format(self.status, self.customer_name)
|
||||||
|
|
||||||
@@ -20,7 +20,7 @@ class CustomerIssue(TransactionBase):
|
|||||||
frappe.throw(_("Customer is required"))
|
frappe.throw(_("Customer is required"))
|
||||||
|
|
||||||
if self.status=="Closed" and \
|
if self.status=="Closed" and \
|
||||||
frappe.db.get_value("Customer Issue", self.name, "status")!="Closed":
|
frappe.db.get_value("Warranty Claim", self.name, "status")!="Closed":
|
||||||
self.resolution_date = today()
|
self.resolution_date = today()
|
||||||
|
|
||||||
def on_cancel(self):
|
def on_cancel(self):
|
||||||
@@ -30,7 +30,7 @@ class CustomerIssue(TransactionBase):
|
|||||||
(self.name))
|
(self.name))
|
||||||
if lst:
|
if lst:
|
||||||
lst1 = ','.join([x[0] for x in lst])
|
lst1 = ','.join([x[0] for x in lst])
|
||||||
frappe.throw(_("Cancel Material Visit {0} before cancelling this Customer Issue").format(lst1))
|
frappe.throw(_("Cancel Material Visit {0} before cancelling this Warranty Claim").format(lst1))
|
||||||
else:
|
else:
|
||||||
frappe.db.set(self, 'status', 'Cancelled')
|
frappe.db.set(self, 'status', 'Cancelled')
|
||||||
|
|
||||||
@@ -51,14 +51,14 @@ def make_maintenance_visit(source_name, target_doc=None):
|
|||||||
and t1.docstatus=1 and t1.completion_status='Fully Completed'""", source_name)
|
and t1.docstatus=1 and t1.completion_status='Fully Completed'""", source_name)
|
||||||
|
|
||||||
if not visit:
|
if not visit:
|
||||||
target_doc = get_mapped_doc("Customer Issue", source_name, {
|
target_doc = get_mapped_doc("Warranty Claim", source_name, {
|
||||||
"Customer Issue": {
|
"Warranty Claim": {
|
||||||
"doctype": "Maintenance Visit",
|
"doctype": "Maintenance Visit",
|
||||||
"field_map": {}
|
"field_map": {}
|
||||||
}
|
}
|
||||||
}, target_doc)
|
}, target_doc)
|
||||||
|
|
||||||
source_doc = frappe.get_doc("Customer Issue", source_name)
|
source_doc = frappe.get_doc("Warranty Claim", source_name)
|
||||||
if source_doc.get("item_code"):
|
if source_doc.get("item_code"):
|
||||||
table_map = {
|
table_map = {
|
||||||
"doctype": "Maintenance Visit Purpose",
|
"doctype": "Maintenance Visit Purpose",
|
||||||
@@ -1,4 +1,4 @@
|
|||||||
frappe.listview_settings['Customer Issue'] = {
|
frappe.listview_settings['Warranty Claim'] = {
|
||||||
add_fields: ["status", "customer", "item_code"],
|
add_fields: ["status", "customer", "item_code"],
|
||||||
filters:[["status","=", "Open"]]
|
filters:[["status","=", "Open"]]
|
||||||
};
|
};
|
||||||
@@ -5,6 +5,7 @@ from __future__ import unicode_literals
|
|||||||
import frappe
|
import frappe
|
||||||
from frappe import _
|
from frappe import _
|
||||||
from frappe.utils import cstr, now_datetime, cint
|
from frappe.utils import cstr, now_datetime, cint
|
||||||
|
import frappe.share
|
||||||
|
|
||||||
from erpnext.controllers.status_updater import StatusUpdater
|
from erpnext.controllers.status_updater import StatusUpdater
|
||||||
|
|
||||||
@@ -36,7 +37,7 @@ class TransactionBase(StatusUpdater):
|
|||||||
opts = frappe._dict(opts)
|
opts = frappe._dict(opts)
|
||||||
|
|
||||||
if self.contact_date:
|
if self.contact_date:
|
||||||
event_doclist = frappe.get_doc({
|
event = frappe.get_doc({
|
||||||
"doctype": "Event",
|
"doctype": "Event",
|
||||||
"owner": opts.owner or self.owner,
|
"owner": opts.owner or self.owner,
|
||||||
"subject": opts.subject,
|
"subject": opts.subject,
|
||||||
@@ -48,12 +49,9 @@ class TransactionBase(StatusUpdater):
|
|||||||
})
|
})
|
||||||
|
|
||||||
if frappe.db.exists("User", self.contact_by):
|
if frappe.db.exists("User", self.contact_by):
|
||||||
event_doclist.append("users", {
|
frappe.share("Event", event.name, self.contact_by)
|
||||||
"doctype": "Event User",
|
|
||||||
"person": self.contact_by
|
|
||||||
})
|
|
||||||
|
|
||||||
event_doclist.insert(ignore_permissions=True)
|
event.insert(ignore_permissions=True)
|
||||||
|
|
||||||
def validate_uom_is_integer(self, uom_field, qty_fields):
|
def validate_uom_is_integer(self, uom_field, qty_fields):
|
||||||
validate_uom_is_integer(self, uom_field, qty_fields)
|
validate_uom_is_integer(self, uom_field, qty_fields)
|
||||||
|
|||||||
Reference in New Issue
Block a user